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Knowledge Base

Technical tips, helpful recommendations, pointers and fixes.


Creating Analysis Reports with Job Manager

By Jim Livesay 2013-10-31

Job Manager comes with a number of generic analysis reports that can help you manage your job costs.

Creating Workflow Templates with Approval Manager

By Jim Livesay 2013-10-15

Approval Manager gives the administrator the ability to create workflow templates.

Creating Ordered Items and Setting Up Price and Tax Structures in Job Manager

By Jim Livesay 2013-09-16

An ordered item is a pre-defined service that your company provides to your customers.

Creating Users, Groups and setting Permissions in Job Manager

By Jim Livesay 2013-08-22

Job Manager gives the administrator the ability to allow groups of users a variety of permissions including to view, create, modify and delete content in the all the areas of Job Manager. Those areas are Jobs, Customers, Analysis, Production, Invoices and Estimates.

Creating a Custom Getting Started Video for Approval Manager

By Jim Livesay 2013-07-30

Approval Manager comes with a ‘Getting Started’ video that launches instantly when a new user logs in. The point of the video is to give a general overview of what the software is and how a user can get their company’s proofing process started quickly.

Configuring Approval Manager Proofer File Type Associations

By Justin Bierman 2013-07-08

This article describes how to configure the Proofer File Type Associations that are used by Approval Manager.

Scheduling Delivery of SQL Reporting Services Reports

By Justin Bierman 2013-05-08

This article describes how to schedule specific SQL Reporting Services reports for delivery through email.

Changing the Location of the data_storage Directory

By Justin Bierman 2013-03-19

This article provides instructions for re-locating the data_storage directory that is used by Approval Manager to store proofs and other files.