Smart Forms

Creating Forms

See how to create a new form in Docketwise

Written by Chris Williams
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!

Written by Chris Williams
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

Written by Jeremy Peskin
Updated over a week ago

Downloading/Printing Forms

See How You Can Download/Save from Docketwise

Written by Chris Williams
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!

Written by Chris Williams
Updated over a week ago

Custom Intakes

Build your own intakes with custom questions

Written by Jeremy Peskin
Updated over a week ago

Sharing a Custom Intake

Share Custom Intakes Easily with Clients

Written by Chris Williams
Updated over a week ago

Smart Forms vs Smart Forms Lite

Understand the difference between questionnaires

Written by Jeremy Peskin
Updated over a week ago

Flag and Comment on Questions

Collaborate with clients by flagging and commenting on questions

Written by Jeremy Peskin
Updated over a week ago

Adding Preparer Information

Populate the preparer fields of all forms at once

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

Written by Eliana Garcia
Updated over a week ago

E-Filing Form ETA-9141

In Docketwise, electronically filing the ETA-9141 is easier than ever!

Written by Chris Williams
Updated over a week ago

Completing the Questionnaire as a Client

Learn how to fill out your questionnaire as a client

Written by Oscar Zapata
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

Written by Jeremy Peskin
Updated over a week ago

Downloading Forms as Editable or Non-Editable PDFs

See how to enable or disable the option to download your forms as non-editable PDFs

Written by Chris Williams
Updated over a week ago

Troubleshooting Google Chrome Form Display Formatting Issues

Older versions of Google Chrome might display some letters of the alphabet incorrectly when viewing the PDF Form in the form preview.

Written by Oscar Zapata
Updated over a week ago

Building a New Case on Docketwise

Add forms, matters, and contacts in one easy process

Written by Allie Melhem
Updated over a week ago

Form Updates

Understand how Docketwise handles updates to USCIS forms

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

Written by Allie Melhem
Updated over a week ago

Getting Started with Docketwise

Prepare forms, manage your practice and track cases

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

Written by Jeremy Peskin
Updated over a week ago

Searching Smart Forms

Search all of the questions in any Smart Form

Written by Jeremy Peskin
Updated over a week ago

Print View for Smart Forms

View your Smart Forms as paper questionnaires

Written by Jeremy Peskin
Updated over a week ago

Two-Way Sync

Save data directly from your PDF Forms

Written by Jeremy Peskin
Updated over a week ago

Translate Smart Forms

Send your clients questionnaires in Spanish, French, Portuguese and more

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

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)

Written by Jeremy Peskin
Updated over a week ago

Assigning Forms and Matters

Assign forms and matters across staff at your firm

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

Written by Jeremy Peskin
Updated over a week ago

Smart Form Collections

Create a questionnaire from any custom combination of forms

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.

Written by Jeremy Peskin
Updated over a week ago

Printing All Forms at Once

Choose between printing an individual form or collection of forms

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.

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

Written by Jeremy Peskin
Updated over a week ago

Importing into Forms

Import contacts, addresses and other data into forms.

Written by Jeremy Peskin
Updated over a week ago