Overview

In Docketwise, you are able to indicate relations between contacts.

Once these relations are indicated, Docketwise will automatically reflect the relation for the related contact. Also, Docketwise will know to include these related contacts in any forms made.

You are able to set relations for companies and people. For companies, you can indicate their employees. For a person, you are able to indicate their family members as well as employer and school.


Setting an Person's Related Contacts

To set a person's related contacts, you will need to follow the steps below:

  1. Navigate to the contact's overview page

  2. Select the Related Contacts tab

  3. Once you are in the Related Contacts tab, you can indicate the relation by either creating a new contact or linking an existing contact

    1. To create a new contact when indicating a relation, you will need to follow the steps below:

      1. Click the Create New ▼ button

      2. Select the relation type

      3. Enter information regarding the new contact (Note: First Name and Last Name are required for people and Company or school name is required for companies and schools being created)

      4. Click the Save button

    2. To import a contact when indicating a relation, you will need to follow the steps below:

      1. Click the Import ▼ button

      2. Select the relation type

      3. Indicate the related contact

      4. Click the Import button


Setting a Company's Employees

To set a company's employees, you will need to follow the steps below:

  1. Navigate to the contact's overview page

  2. Select the Employees tab

  3. Once you are in the Employees tab, you can indicate the employees by either creating a new contact or linking an existing contact

    1. To create a new contact when indicating an employee, you will need to follow the steps below:

      1. Click the + Create New button

      2. Enter information regarding the new contact (Note: First Name and Last Name are required)

      3. Click the Save button

    2. To import a contact when indicating an employee, you will need to follow the steps below:

      1. Click the Import button

      2. Select the contact that is employed

      3. Click the Import button

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