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Notes

Track your cases from start to finish with Notes from Docketwise… in the Notes Dashboard, the Notes tab of a Contact's Overview Page, and the Notes tab of a Matter's… Notes in Docketwise help you keep track of the progress of your case and You can create new notes from
Jeremy Peskin avatar
Written by Jeremy Peskin. Updated over a week ago

Exporting Notes for a Contact or Matter

Easily export Notes from a Contact or Matter into a PDF… Click on the Notes tab Click the Export button In order to export Notes pertaining to… Exporting Notes pertaining to a Contact
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 Notes… Docketwise's Trash Can feature, you can review and restore deleted Contacts, Matters, Forms, Tasks, Notes
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

User Permission Groups

Accounting notes allow users with this permission to create, edit, and view accounting notes for individual… Accounting Notes… permissions, only users that are in a user group with this option enabled may see these accounting notes
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Refunding Payments on Bills

internal note for reporting purposes (optional) Click the Save Payment → button [Inline Video] Notes
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Custom Dashboard

Notes Displays the 5 most recently added notes to which you are assigned
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Results Per Page in Dashboards and Reports

Forms Dashboard Matters Dashboard Contacts Dashboard Tasks Dashboard Notes
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Firm, Contact, and Matter Feeds

Creating and updating Tasks Creating and updating Invoices Creating and updating Notes
Jeremy Peskin avatar
Written by Jeremy Peskin. Updated over a week ago

Form Updates and Versioning

Notes: This option will only be available if the previous form version is still accepted by USCIS
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Docketwise e-Signature

e-Signature Setup modal Proceed by clicking the Prepare/Edit Signature Document button ✅Notes… in the document and complete enter your signature, initials, or text (depending on the field) ✅Notes
Chris Williams avatar
Written by Chris Williams. Updated over a week ago