Smart Forms

Creating Forms

See how to create a new form in Docketwise

Written by Chris Williams
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

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

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

Downloading/Printing Forms

See How You Can Download/Save from Docketwise

Written by Chris Williams
Updated over a week ago

Sharing a Custom Intake

Share Custom Intakes Easily with Clients

Written by Chris Williams
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

Flag and Comment on Questions

Collaborate with clients by flagging and commenting on questions

Written by Jeremy Peskin
Updated over a week ago

Custom Intakes

Build your own intakes with custom questions

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

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

Translate Smart Forms

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

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

Two-Way Sync

Save data directly from your PDF Forms

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

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

Adding Preparer Information

Populate the preparer fields of all forms at once

Written by Jeremy Peskin
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

Inviting Contacts to Smart Forms

Invite your contacts to a secure portal where they can complete their forms by answering simple questions

Written by Jeremy Peskin
Updated over a week ago