Docketwise Help Center
Go to Docketwise
English
Español
Advice and answers from the Docketwise Team
Search results for:
notes
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
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
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
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
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
Written by
Chris Williams
. Updated over a week ago
Custom Dashboard
Notes
Displays the 5 most recently added
notes
to which you are assigned
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
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
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
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
Written by
Chris Williams
. Updated over a week ago