You can invite your clients to complete a Smart Form via text message (SMS) right to their phones. Since Docketwise is mobile responsive, your clients will have no problem answering the questions on any smartphone. Here's how:

  • In your Forms tab, click the invite button

  • Click the Invite a Contact button and type in the contact's name

  • Select the option for Text Message and enter your client's mobile phone number

  • Click on Invite

  • Once the invitation is sent, you'll be able to monitor whether it was delivered successfully and whether your client has opened it and submitted the form for review

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