Docketwise Help Center
Go to Docketwise
English
Español
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… 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
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
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
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
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
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
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
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
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
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
Written by
Chris Williams
. Updated over a week ago