Smart Forms

Jeremy Peskin avatar Graham Vogt avatar
24 articles in this collection
Written by Jeremy Peskin and Graham Vogt

Form Updates

Understand how Docketwise handles updates to USCIS forms
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Written by Jeremy Peskin
Updated over a week ago

Form Settings Tab

How to edit key aspects of your smart form collection after you create it
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Written by Graham Vogt
Updated over a week ago

Getting Started with Docketwise

Prepare forms, manage your practice and track cases
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Written by Jeremy Peskin
Updated over a week ago

Conversations inside Smart Forms

Have real time conversations with your clients and staff inside Smart Forms
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Written by Jeremy Peskin
Updated over a week ago

Searching Smart Forms

Search all of the questions in any Smart Form
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Written by Jeremy Peskin
Updated over a week ago

Flag and Comment on Questions

Collaborate with clients by flagging and commenting on questions
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Written by Jeremy Peskin
Updated over a week ago

Custom Intakes

Build your own intakes with custom questions
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Written by Jeremy Peskin
Updated over a week ago

Print View for Smart Forms

View your Smart Forms as paper questionnaires
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Written by Jeremy Peskin
Updated over a week ago

How to prepare an H-1B Case

Create an H-1B Case with the I-129 Smart Form
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Written by Jeremy Peskin
Updated over a week ago

Create Family Green Card (Adjustment of Status or Consular Processing)

Family Green Card (Adjustment of Status or Consular Processing)
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Written by Jeremy Peskin
Updated over a week ago

Assigning Forms and Matters

Assign forms and matters across staff at your firm
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Written by Jeremy Peskin
Updated over a week ago

Track Smart Form Statuses

Keep track on the status of your Smart Forms as you prepare them
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Written by Jeremy Peskin
Updated over a week ago

Translate Smart Forms

Send your clients questionnaires in Spanish, French, Portuguese and more
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Written by Jeremy Peskin
Updated over a week ago

Smart Form Collections

Create a questionnaire from any custom combination of forms
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Written by Jeremy Peskin
Updated over a week ago

Send Invitations by Text Message (SMS)

Invite clients to Smart Forms by sending an SMS right to their phones.
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Written by Jeremy Peskin
Updated over a week ago

Two-Way Sync

Save data directly from your PDF Forms
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Written by Jeremy Peskin
Updated over a week ago

Printing All Forms at Once

Choose between printing an individual form or collection of forms
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Written by Jeremy Peskin
Updated over a week ago

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.
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Written by Jeremy Peskin
Updated over a week ago

Print Flattened or Editable PDFs

Choose whether to print an editable PDF or a flattened PDF that can't be changed
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Written by Jeremy Peskin
Updated over a week ago

Importing into Forms

Import contacts, addresses and other data into forms.
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Written by Jeremy Peskin
Updated over a week ago

Autofill Empty Fields with N/A

Comply easily with USCIS guidelines by adding N/A to all empty fields in your forms
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Written by Jeremy Peskin
Updated over a week ago

Adding Preparer Information

Populate the preparer fields of all forms at once
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Written by Jeremy Peskin
Updated over a week ago

Smart Forms vs Smart Forms Lite

Understand the difference between questionnaires
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Written by Jeremy Peskin
Updated over a week ago

Inviting Contacts to Smart Forms

Invite your contacts to a secure portal where they can complete their forms by answering simple questions
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Written by Jeremy Peskin
Updated this week