Smart Forms

Jeremy Peskin avatar Allie Melhem avatar Chris Williams avatar +2
35 articles in this collection
Written by Jeremy Peskin, Allie Melhem, Chris Williams and 2 others

Creating Forms

See how to create a new form in Docketwise
Chris Williams avatar
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!
Chris Williams avatar
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
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

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

Custom Intakes

Build your own intakes with custom questions
Jeremy Peskin avatar
Written by Jeremy Peskin
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

Smart Forms vs Smart Forms Lite

Understand the difference between questionnaires
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

Adding Preparer Information

Populate the preparer fields of all forms at once
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 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

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

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

Downloading Forms as Editable or Non-Editable PDFs

See how to enable or disable the option to download your forms as non-editable PDFs
Chris Williams avatar
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.
Oscar Zapata avatar
Written by Oscar Zapata
Updated over a week ago

Building a New Case on Docketwise

Add forms, matters, and contacts in one easy process
Allie Melhem avatar
Written by Allie Melhem
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

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

Getting Started with Docketwise

Prepare forms, manage your practice and track cases
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

Searching Smart Forms

Search all of the questions in any Smart Form
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

Two-Way Sync

Save data directly from your PDF Forms
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

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

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

Track Smart Form Statuses

Keep track on the status of your Smart Forms as you prepare them
Jeremy Peskin avatar
Written by Jeremy Peskin
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

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

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

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

Print Flattened or Editable PDFs

Choose whether to print an editable PDF or a flattened PDF that can't be changed
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