Overview

With the customizable dashboard, you are able to see everything most relevant to you on your Docketwise account at a glance!

Docketwise's customizable dashboard allows you to:

  • Choose what information you want to have displayed

  • Choose where you want each information box to be displayed

Contents


Choosing the Information to Display

With the customizable dashboard, you are able to choose the information boxes that you would like to be displayed. This is accomplished by either displaying or hiding an information box.

Displaying an Information Box

In order to display an information box on your dashboard, you will need to follow the steps below:

  1. Navigate to your dashboard in Docketwise

  2. Click the Edit Dashboard ▼ drop-down menu

  3. Check the boxes for which information boxes you would like to be displayed

Hiding an Information Box

In order to hide an information box on your dashboard, you will need to follow the steps below:

  1. Navigate to your dashboard in Docketwise

  2. Click the Edit Dashboard ▼ drop-down menu

  3. Uncheck the boxes for which information boxes you would like to be hidden


Formatting the Information Boxes Displayed

With the customizable dashboard, you are able to format/order the information boxes displayed. This is accomplished by dragging and dropping your information boxes in the order that works best for you.

In order to move an information box, you will need to follow the steps below:

  1. Navigate to your dashboard in Docketwise

  2. Click and hold the 3 vertical bars or within blank space of the information box

  3. Drag and drop the information box to its desired location


Information Boxes Available

Contacts

Displays the 5 most recently updated contacts to which you are assigned.

Matters

Displays the 5 most recently updated matters to which you are assigned.

Forms

Displays the 5 most recently updated forms to which you are assigned.

Events

Displays the 5 closest upcoming events to which you are assigned.

Tasks

Displays 5 tasks based on their due date to which you are assigned.

Billing

Displays totals for Paid Invoices, Unpaid Invoices, and Trust Account Balance

Note: This option is only available for account Owner/Admins.

Notes

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

Form Invitations

Displays the 6 most recently sent form invitations by you (regardless of the form's assignee),

Firm Feed

Displays the 20 most recent items from your firm's feed.

Note: This information box cannot be hidden or moved.

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