Overview
In Docketwise, you can opt-in or out of receiving SMS notification alerts. Each individual user on the account has control of whether or not they opt-in to receive SMS notification alerts. These opt-in settings affect whether or not notifications can be sent via SMS for Event/Expiry Date Reminders as well as E-Signature Invitations.
Additionally, client users that are invited to participate in their process also have complete control of whether or not they opt-in to receive SMS notification alerts. These opt-in settings affect whether or not notifications can be sent via SMS for electronic questionnaire invitations, invoice sharing, and E-Signature Invitations.
Contents
Attorney/Firm User Opt-in Settings
In this section of the article, we will cover how an attorney/firm user can opt-in for or out of receiving SMS notifications from Docketwise. These opt-in settings affect whether or not notifications can be sent via SMS for Event/Expiry Date Reminders as well as E-Signature Invitations.
Opt-in for SMS notifications
By default, this setting to opt-in for receiving SMS notifications will be disabled. If you wish to opt-in for receiving SMS notifications from Docketwise, you will need to follow the steps below:
Navigate to Settings > Preparer Information
Under the Mobile Phone Number field, check the box for I consent to receiving SMS reminders from Docketwise
Save your changes by clicking the Save Details button in the top-right corner of the screen or the Save and Return to Dashboard button at the bottom of the screen
Opt-out of SMS notifications
If you had opted-in and wish to opt out of receiving SMS notifications from Docketwise, you will need to follow the steps below:
Navigate to Settings > Preparer Information
Under the Mobile Phone Number field, uncheck the box for I consent to receiving SMS reminders from Docketwise
Save your changes by clicking the Save Details button in the top-right corner of the screen or the Save and Return to Dashboard button at the bottom of the screen
Client User Opt-in Settings
In this section of the article, we will cover how a client user can opt-in for or out of receiving SMS notifications from Docketwise. We'll also cover how an attorney/firm user can send the consent form to a client user so they can opt-in for receiving SMS notifications. These opt-in settings affect whether or not notifications can be sent via SMS for Event/Expiry Date Reminders as well as E-Signature Invitations.
Sending out the SMS Opt-In Consent Form
In order for a client user to opt-in for receiving SMS notifications, an attorney/firm user must first send out the SMS Opt-In Consent Form to the client user, which can be shared via email or via a direct link.
Via email:
In order to send this form out via email, you can follow the steps below:
Navigate to the client's profile to whom you will be sending the SMS Opt-In Consent Form
Open the Phone Numbers tab of the client's profile
Click the Request Consent option under the client's mobile phone number
Select Email as the request medium
Enter/confirm the client's email address
Click the Send Request button
Via direct link:
If you'd like to send the form using a direct link, here are the steps to do so:
Navigate to the client's profile to whom you will be sending the SMS Opt-In Consent Form
Open the Phone Numbers tab of the client's profile
Click the Request Consent option under the client's mobile phone number
Select Direct link as the request medium
Click the Copy Direct Link button to copy the link
Share the direct link with the client
Opt-in for SMS notifications
If you wish to opt-in for receiving SMS notifications from Docketwise, you will need to follow the steps below:
Open the Docketwise Request for SMS Consent form (shared either via email or a direct link)
Verify the phone number listed in the form is correct
Check the box for I consent to receiving SMS messages for my immigration case
Click the Submit button
Once you have consented to receiving SMS messages/notifications, you will receive a success/confirmation sent via SMS, which includes instructions on opting-out.
Opt-out of SMS notifications
If you had opted-in and wish to opt out of receiving SMS notifications from Docketwise, simply reply "Stop" in the text message thread where you are receiving Docketwise SMS notifications.
