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Search results for:files

Files and Folders

See how to keep your files in Docketwise organized with folders… steps below: Click the + New ▼ button on the Files Dashboard or from your Client's/Matter's Files… This can be done in the (A) Files Dashboard or under the Files tab of a specific (B) Contact or (C) Matter
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Uploading Files to Docketwise

Firm members or clients can upload files to Docketwise… All files uploaded by the client to the portal will show up in the "Files" section of their contact page… Your firm needs a place to store files within Docketwise - PDF versions of completed immigration forms
Allie Melhem avatar
Written by Allie Melhem. Updated over a week ago

Accessing Files Uploaded by Client

Learn where to access files uploaded by your client through their client portal… client has uploaded a document, you can access it by navigating to the client's dashboard and clicking Files… Here, you are able to see all files for the specific client
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Uploading a File as a Client

Learn how to files are uploaded to the client portal by a client… After clicking the Upload Files button, you can either upload files by dragging and dropping the file… you have been sent an invite to your client portal by your lawyer or preparer, you are able to upload files
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Sharing and Un-Sharing Files in the Client Portal

See how you can easily share and delete files from a client's portal in seconds with Docketwise!… Sharing a File… Un-Sharing a File
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Trash Can

Review and restore deleted Contacts, Matters, Forms, Tasks, Notes, Invoices, Messages, and Files… Restoring Deleted Files… you can review and restore deleted Contacts, Matters, Forms, Tasks, Notes, Invoices, Messages, and Files
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Docketwise e-Signature

Docketwise e-Signature allows you to easily and securely gather electronic signatures on files/documents, all from within Docketwise… Completed e-Signature Files… Saving the e-Signature File Draft
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Navigating the Client Portal as a Client

You can upload files up to 100 MB, but there's no limit on how many files you can upload… In the Files box, you are able to see all of the files that you or the attorney you are working with… See all your Files
Eliana Garcia avatar
Written by Eliana Garcia. Updated over a week ago

Smart Forms Version 3 with Packet Assembly, Custom Questions, and Templated Intakes

Adding Files… Changing the Order of Forms and Files… Renaming the Forms and Files
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Sending Messages with Attachments

import an existing message template or enter your message title and message Select the 📎 Attach Files… option Search the contact to which the files are related in Docketwise Select the file(s
Chris Williams avatar
Written by Chris Williams. Updated over a week ago