Overview
Docketwise's Two-Factor Authentication (2FA) is the safe and flexible way of adding an additional layer of security and protection to your Docketwise account so that you can have peace of mind knowing that your account is well-protected against unauthorized access and that your sensitive information is secure.
With Docketwise's Two-Factor Authentication (2FA), you can choose from 1 of 3 methods for receiving your secure login (OTP) code. These three options are:
Authentication App (such as Google Authenticator, Microsoft Authenticator, Authy, etc.)
Via Text Message
Via Email
Contents
Setting Up 2FA
As mentioned above, when setting up 2FA, you can choose to utilize an authenticator app, text message, or email to receive your secure login code.
Please note that 2FA is mandatory after you complete your trial period. If you have not yet set up 2FA and complete your trial, you will be required to set up 2FA upon logging in.
Additionally, new users added to an account will also be required to set up 2FA upon logging in for the first time.
Using an Authenticator App
If you wish to enable 2FA using an authenticator app, you will need to follow the steps below:
Navigate to Settings > Two-Factor Authentication
Click the Enable 2FA button
Select the QR option
Click the Continue button
Open the authenticator app of your choice on your mobile device, select the option to add a new app, and scan the QR code from Docketwise
Click the Continue button
Enter the OTP Code from your authenticator app
Click the Setup button
Once you have set up 2FA, you will be prompted to enter the OTP Code from your authenticator app as part of your login workflow.
Via Text Message
If you wish to enable 2FA by receiving a secure login code via text message, you will need to follow the steps below:
Navigate to Settings > Two-Factor Authentication
Click the Enable 2FA button
Select the SMS option
Click the Continue button
Enter your mobile phone number (only available for US mobile numbers)
Click the Continue button
Enter the OTP Code received via secure text message
Click the Setup button
Once you have set up 2FA, you will be prompted to enter the OTP Code received via the secure text message app as part of your login workflow.
Via Email
Navigate to Settings > Two-Factor Authentication
Click the Enable 2FA button
Select the Email option
Click the Continue button
Enter the OTP Code received via secure text message
Click the Setup button
Updating Your 2FA Method
If you wish to update your 2FA method from one to another, you will need to follow the steps below:
Navigate to Settings > Two-Factor Authentication
Click the Update 2FA button
Select your new 2FA method
Complete the remainder of the setup depending on your newly selected 2FA Method
Resetting 2FA
If you need to have your 2FA reset, an admin on your firm's account can do so by following the steps below:
Navigate to Settings > User Access
Locate the user whose 2FA needs to be reset and select Reset 2FA under Actions
Confirm the changes when asked in the pop-up message
After these steps are completed, you will need to log in and set up your 2FA method following the steps