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

Client Portal

/matter to which the Files are assigned Select the Files tab Click the checkbox for the File… Sharing and Un-Sharing Files and Folders… you will need to follow the steps below: Navigate to the contact/matter to which the Files are