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Smart Forms
24 articles in this collection
Written by
Jeremy Peskin
and
Graham Vogt
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
Graham Vogt
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 this week