Skip to main content
English
Español
;
English
English
Español
;
English
Advice and answers from the Docketwise Team
Search results for:
files
Files
and Folders
See how to keep your
files
in Docketwise organized with folders… Previewing
Files
Printing
Files
In order to upload a file to Docketwise, you will… This can be done in the (A)
Files
Dashboard or under the
Files
tab of a specific (B) Contact or (C) Matter
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
Uploading
Files
to the Client Portal
Learn how to
files
are uploaded to the client portal by a client… Navigating
Files
and Folders Uploading
Files
Moving
Files
When first logging in to… If you wish to view all
files
/folders shared to your client portal, simply click the
Files
tab or the
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
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
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
Accessing & Using Your Portal as a Client
Uploading
Files
Moving Uploaded
Files
Downloading
Files
Below, you can… To view all
files
/folders that have been shared with you, you can either click See All in the
Files
card… Click See All in the
Files
card or click
Files
in the side navbar Check the box beside
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
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
Immitranslate Integration
To get started, you will want to navigate to show the
files
that need to be translated… This can be done by the following methods: Navigating to the
Files
Dashboard Navigating from… the specific Contact's Overview Page, under the
Files
tab Navigating from the specific Matter's