Skip to main content
All CollectionsFirm Settings
Invitation Settings
Invitation Settings

Customize your firm's default invitation settings

Alexandrea Melhem avatar
Written by Alexandrea Melhem
Updated over 2 years ago

Docketwise allows you to customize your firm's invitation settings for future invitations to your clients via email or text message.

You can do so by navigating to Settings > Invitation Settings. Here, you'll be able to:

  • Mark the first checkbox in order to prevent the contact you shared the form with to add comments on questions.

  • Mark the second checkbox to set a default message for when you send out an email invitation.

  • Mark the third checkbox to set a default message for when you send out a text message invitation.

After making any updates within the invitation settings, make sure to click the Save Changes button.

Did this answer your question?