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Form Sync and the Forms Tab
Form Sync and the Forms Tab
Every Smart Form in Docketwise has a Forms Tab where you can edit your PDFs directly and save changes to your account.
Jeremy Peskin avatar
Written by Jeremy Peskin
Updated over a week ago

The most commonly used Smart Forms on Docketwise ask every question that is asked on the form.

However less popular forms, focus on the questions that are easy for your client to answer - general information, address and employment history, family and immigration and travel records - while leaving questions specific to the petition itself to the attorney to complete. The good news is, we’ve made it really easy to edit your forms right in Docketwise after collecting the bulk of the data from your client:

Access your form:

  • From the Forms tab, you can see all of your completed forms and addenda

  • To switch between forms and addenda, click Switch Forms at the top of the tab and select the form you want to work on

Edit fields with Form Sync on:

  • By default, you can see that Form Sync is on, so that the form is synced with your account

  • Any field that has a green background syncs both ways. These fields can be edited with Form Sync on and your changes will sync with your account

Edit fields with Form Sync off:

  • To edit fields that do not have a green background, just turn Form Sync off

  • Now, your form is siloed from the rest of your account. You can make any edits you’d like without worrying about them affecting your account data

  • When you’re finished, you can save your changes or print your forms - either one at a time by clicking the print icon at the top of each form or all at once by clicking Print All

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