Advice and answers from the Docketwise Team

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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

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

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

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

Refunding Payments on Bills

internal note for reporting purposes (optional) Click the Save Payment → button [Inline Video] Notes

Custom Dashboard

Notes Displays the 5 most recently added notes to which you are assigned

Results Per Page in Dashboards and Reports

Forms Dashboard Matters Dashboard Contacts Dashboard Tasks Dashboard Notes

MyCase Integration

Notes: By default, the integration sync two ways (from Docketwise to MyCase and vice versa)… Name Email Address Physical Address Mobile Phone Number Work Phone Number Notes… Notes: Email Address is a unique field in MyCase; if a contact in Docketwise already has an email

Firm, Contact, and Matter Feeds

Creating and updating Tasks Creating and updating Invoices Creating and updating Notes

Outlook Calendar Integration

calendars you would like to integrate from your Outlook account Click the Sync Calendars button Notes… calendars you would like to integrate from your Outlook account Click the Sync Calendars button Notes