Smart Forms

Jeremy Peskin avatar Allie Melhem avatar Chris Williams avatar +3
34 articles in this collection
Written by Jeremy Peskin, Allie Melhem, Chris Williams and 3 others

Smart Forms Version 3.0 with Packet Assembly

Learn more about Smart Forms Version 3.0 with Packet Assembly!
Chris Williams avatar
Written by Chris Williams
Updated over a week ago

Smart Form Collections

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

Getting Started with Docketwise

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

Creating Forms

See how to create a new form in Docketwise
Chris Williams avatar
Written by Chris Williams
Updated over a week ago

Searching Smart Forms

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

Inviting Contacts to Smart Forms

Invite your contacts to a secure questionnaire can complete their forms by answering simple questions
Jeremy Peskin avatar
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.
Jeremy Peskin avatar
Written by Jeremy Peskin
Updated over a week ago

Translate Smart Forms

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

Flag and Comment on Questions

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

Downloading/Printing Forms

See How You Can Download/Save from Docketwise
Chris Williams avatar
Written by Chris Williams
Updated over a week ago

Printing All Forms at Once

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

Print View for Smart Forms

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

Two-Way Sync

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

Toggling a Smart Form's Questionnaire On/Off

Toggle the smart form questionnaire on or off with the click of a button!
Chris Williams avatar
Written by Chris Williams
Updated over a week ago

Downloading Forms as Editable or Non-Editable PDFs

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

Smart Forms vs Smart Forms Lite

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

Assigning Forms and Matters

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

Custom Intakes

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

Adding Preparer Information

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

Importing into Forms

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

Creating and Importing an Interpreter in Smart Forms

See how to create and import interpreters within Docketwise
Eliana Garcia avatar
Written by Eliana Garcia
Updated over a week ago

E-Filing Form DS-160

In Docketwise, electronically filing the DS-160 is easier than ever!
Chris Williams avatar
Written by Chris Williams
Updated over a week ago

E-Filing Form ETA-9141

In Docketwise, electronically filing the ETA-9141 is easier than ever!
Chris Williams avatar
Written by Chris Williams
Updated over a week ago

How to prepare an H-1B Case

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

Populating Parents' Information on I-765

Katlynn Shade avatar
Written by Katlynn Shade
Updated over a week ago

Form Updates

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

Completing the Questionnaire as a Client

Learn how to fill out your questionnaire as a client
Oscar Zapata avatar
Written by Oscar Zapata
Updated over a week ago

Sharing a Custom Intake

Share Custom Intakes Easily with Clients
Chris Williams avatar
Written by Chris Williams
Updated over a week ago

Form Settings Tab

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

Adding a Form to Pre-Existing Smart Forms

Adding an additional form to a pre-existing smart form is quick and convenient with Docketwise!
Chris Williams avatar
Written by Chris Williams
Updated over a week ago