Docketwise integrates with Gmail so that you can send emails and attachments directly from Gmail to Docketwise.
With this add-on, you can save these messages and attachments directly to a contact and matter within Docketwise.
Activating the Gmail Add-on
Before you get started, you must make sure of the following:
You are using Google Chrome as your browser.
Your Google Chrome browser is signed in under the same account you use for Gmail. For more information on this, you can visit the Google Chrome Help Center.
Your administrator has enabled Add-ons to be installed on Gmail or Google Suite.
Activating the Add-on
To get started, you must be logged into your Docketwise and Gmail accounts.
In your Gmail, click the "+" icon on the right of the screen for Get Add-ons. You can also find our Add-on by clicking here.
After clicking the "+" icon for Get Add-ons, type Docketwise into the Gmail Add-ons search bar.
After searching, select the Docketwise Add-on.
Once you have selected the Docketwise Add-on, click Install > Continue > Select Gmail account > Allow > Done.
After installing the add-on, open an email that has been sent by one of your contacts from Docketwise and click the Docketwise add-on on the right-hand side.
From there, you will click the Connect Docketwise text and click Authorize in the separate window that opens.
Using the Gmail Add-on
To start using the Gmail add-on to save emails and attachments in Docketwise, you will want to open the email that you wish to save and click on the Docketwise add-on icon.
Selecting a Contact
After opening the Docketwise add-on, the Docketwise-Gmail integration will automatically connect the email sender to a contact in Docketwise and show them as a suggested contact! If you need to change the suggested contact to another, simply search for and select a different contact.
Selecting a Matter
If the selected contact has any matters, these will be listed below that contact. If you wish to save an email/attachment to a specific matter under the contact, simply select that matter.
Saving an Email
After selecting the contact/matter under which you wish to save the email, simply click the Save this email as a message button and the email will be saved as a message under the selected contact/matter.
If you wish to save the attachments under a specific folder for the contact/matter, you can select the folder before saving. Please note that sub-folder cannot currently be selected.
After selecting the contact/matter/folder under which you wish to save the attachment(s), simply select the attachments you wish to save and click the Save Attachments button.