# Docketwise Help Center

> Help center for Docketwise

## English

### Contacts and Matters

- [Creating a Contact](http://support.docketwise.com/en/articles/4961735-creating-a-contact.md): See how to create a new contact in Docketwise
- [Creating a Matter](http://support.docketwise.com/en/articles/4961840-creating-a-matter.md)
- [Indicating Related Contacts](http://support.docketwise.com/en/articles/5292114-indicating-related-contacts.md): Learn how to set your contact's relations to one another in Docketwise
- [Merging Duplicate Contacts](http://support.docketwise.com/en/articles/4731827-merging-duplicate-contacts.md): Resolve duplicates by merging them into a single contact
- [Custom Attributes](http://support.docketwise.com/en/articles/5351020-custom-attributes.md): Create Custom Attributes for your Contacts and Matters in Docketwise
- [Expiry Date Reminders](http://support.docketwise.com/en/articles/5152472-expiry-date-reminders.md): Set reminders automatically for your clients' upcoming expiry dates
- [Searching Contacts](http://support.docketwise.com/en/articles/4957880-searching-contacts.md): Search for contacts by name, email, phone number, A\#, and unique identifier.
- [Archiving Contacts](http://support.docketwise.com/en/articles/5672057-archiving-contacts.md): You can utilize the Archive feature to help keep track of your most relevant contacts.
- [Archiving Matters](http://support.docketwise.com/en/articles/4867738-archiving-matters.md): With Docketwise, you can utilize the Archive feature to help keep track of your most relevant matters.
- [Export Contacts and Matters](http://support.docketwise.com/en/articles/4731872-export-contacts-and-matters.md): Download all of your contacts and matters into a CSV file
- [How to Link Multiple Contacts to an Existing Matter](http://support.docketwise.com/en/articles/4732109-how-to-link-multiple-contacts-to-an-existing-matter.md): Link Any Contact to a Matter
- [Workflows with Matter Types and Statuses](http://support.docketwise.com/en/articles/4732125-workflows-with-matter-types-and-statuses.md): Workflows make it easy to stay on track as your matters progress.
- [Open, Pending, and Closed Matter Status](http://support.docketwise.com/en/articles/5280617-open-pending-and-closed-matter-status.md): Setting a matter's status to open, pending, and closed
- [Firm, Contact, and Matter Feeds](http://support.docketwise.com/en/articles/4732119-firm-contact-and-matter-feeds.md): Keep track of all of your firm's activities with a live feed.

### Smart Forms

- [Smart Forms Version 3 with Packet Assembly, Custom Questions, and Templated Intakes](http://support.docketwise.com/en/articles/5791576-smart-forms-version-3-with-packet-assembly-custom-questions-and-templated-intakes.md): Learn more about Smart Forms Version 3 with Packet Assembly, Custom Questions, and Templated Intakes
- [Importing Answers into the I-129](http://support.docketwise.com/en/articles/6606518-importing-answers-into-the-i-129.md)
- [Smart Form Collections](http://support.docketwise.com/en/articles/4731838-smart-form-collections.md): Create a questionnaire from any custom combination of forms
- [Getting Started with Docketwise](http://support.docketwise.com/en/articles/4731677-getting-started-with-docketwise.md): Prepare forms, manage your practice and track cases
- [Creating Forms](http://support.docketwise.com/en/articles/4967787-creating-forms.md): See how to create a new form in Docketwise
- [Searching Smart Forms](http://support.docketwise.com/en/articles/4732126-searching-smart-forms.md): Search all of the questions in any Smart Form
- [Inviting Contacts to Smart Forms](http://support.docketwise.com/en/articles/4731721-inviting-contacts-to-smart-forms.md): Invite your contacts to a secure questionnaire can complete their forms by answering simple questions
- [Translate Smart Forms](http://support.docketwise.com/en/articles/4731840-translate-smart-forms.md): Send your clients questionnaires in Spanish, French, Portuguese and more
- [Flag and Comment on Questions](http://support.docketwise.com/en/articles/4732117-flag-and-comment-on-questions.md): Collaborate with clients by flagging and commenting on questions
- [Conversations inside Smart Forms](http://support.docketwise.com/en/articles/4732148-conversations-inside-smart-forms.md): Have real time conversations with your clients and staff inside Smart Forms
- [Downloading/Printing Forms](http://support.docketwise.com/en/articles/4856907-downloading-printing-forms.md): See How You Can Download/Save from Docketwise
- [Printing All Forms at Once](http://support.docketwise.com/en/articles/4731821-printing-all-forms-at-once.md): Choose between printing an individual form or collection of forms
- [Autofill Empty Fields with N/A](http://support.docketwise.com/en/articles/4731771-autofill-empty-fields-with-n-a.md): Comply easily with USCIS guidelines by adding N/A to all empty fields in your forms
- [Two-Way Sync](http://support.docketwise.com/en/articles/4732104-two-way-sync.md): Save data directly from your PDF Forms
- [Downloading Forms as Editable or Non-Editable PDFs](http://support.docketwise.com/en/articles/5057519-downloading-forms-as-editable-or-non-editable-pdfs.md): Choose whether to print an editable PDF or a flattened PDF that can't be changed
- [Smart Forms vs Smart Forms Lite](http://support.docketwise.com/en/articles/4731859-smart-forms-vs-smart-forms-lite.md): Understand the difference between questionnaires
- [Assigning Forms and Matters](http://support.docketwise.com/en/articles/4731878-assigning-forms-and-matters.md): Assign forms and matters across staff at your firm
- [Custom Intakes](http://support.docketwise.com/en/articles/4732137-custom-intakes.md): Build your own intakes with custom questions
- [Adding Preparer Information](http://support.docketwise.com/en/articles/4731743-adding-preparer-information.md): Populate the preparer fields of all forms at once
- [Importing into Forms](http://support.docketwise.com/en/articles/4731801-importing-into-forms.md): Import contacts, addresses and other data into forms.
- [Creating and Importing an Interpreter in Smart Forms](http://support.docketwise.com/en/articles/5236817-creating-and-importing-an-interpreter-in-smart-forms.md): See how to create and import interpreters within Docketwise
- [E-Filing Form DS-160](http://support.docketwise.com/en/articles/5791577-e-filing-form-ds-160.md): In Docketwise, electronically filing the DS-160 is easier than ever!
- [E-Filing Forms with DOL FLAG](http://support.docketwise.com/en/articles/5333574-e-filing-forms-with-dol-flag.md): In Docketwise, electronically filing the ETA-9141 forms with DOL FLAG is easier than ever!
- [Create Family Green Card \(Adjustment of Status or Consular Processing\)](http://support.docketwise.com/en/articles/4731881-create-family-green-card-adjustment-of-status-or-consular-processing.md): Family Green Card \(Adjustment of Status or Consular Processing\)
- [Populating Parents' Information on I-765](http://support.docketwise.com/en/articles/5845861-populating-parents-information-on-i-765.md)
- [Form Updates and Versioning](http://support.docketwise.com/en/articles/4757505-form-updates-and-versioning.md): Understand how Docketwise handles updates to USCIS forms
- [Completing the Questionnaire as a Client](http://support.docketwise.com/en/articles/5563907-completing-the-questionnaire-as-a-client.md): Learn how to fill out your questionnaire as a client
- [Sharing a Custom Intake](http://support.docketwise.com/en/articles/4855806-sharing-a-custom-intake.md): Share Custom Intakes Easily with Clients
- [E-Filing Forms with USCIS](http://support.docketwise.com/en/articles/8038875-e-filing-forms-with-uscis.md): In Docketwise, electronically filing forms with USCIS is easier than ever!
- [E-Filing Form DS-260](http://support.docketwise.com/en/articles/8411066-e-filing-form-ds-260.md): In Docketwise, electronically filing the DS-260 is easier than ever!
- [E-Filing Forms with Docketwise](http://support.docketwise.com/en/articles/8713113-e-filing-forms-with-docketwise.md): Learn more about how you can save time \(and paper\) with E-filing forms in Docketwise

### Invoicing and Trust Accounting

- [Billing Clients on Docketwise](http://support.docketwise.com/en/articles/4732147-billing-clients-on-docketwise.md): Share invoices for services and expenses with your clients.
- [Global Invoice Settings](http://support.docketwise.com/en/articles/4731851-global-invoice-settings.md): Customize your firm's default invoice settings
- [Refunding Payments on Bills](http://support.docketwise.com/en/articles/6297326-refunding-payments-on-bills.md): Reflect any refunded payments made on invoices
- [Creating an Invoice](http://support.docketwise.com/en/articles/5071524-creating-an-invoice.md): See how to easily create an invoice in Docketwise
- [Saved Charges for Invoices](http://support.docketwise.com/en/articles/5482600-saved-charges-for-invoices.md): Easily create and add saved charges for commonly-used flat rate charges
- [Automatic Late Fees on Invoices](http://support.docketwise.com/en/articles/5678198-automatic-late-fees-on-invoices.md): Automatically apply late fees to late invoices
- [Restrict Invoice Access](http://support.docketwise.com/en/articles/4731928-restrict-invoice-access.md): Prevent staff on your account from viewing or editing invoices
- [Reporting on Delinquent Payment Plans](http://support.docketwise.com/en/articles/6568551-reporting-on-delinquent-payment-plans.md): Easily keep track of invoices on payment plans and any overdue balances
- [Bulk-Sharing and Bulk-Downloading Invoices](http://support.docketwise.com/en/articles/5780530-bulk-sharing-and-bulk-downloading-invoices.md): Easily send and download invoices in bulk on Docketwise!
- [Trust Requests in Docketwise](http://support.docketwise.com/en/articles/4732143-trust-requests-in-docketwise.md): Request trust funds from your clients with Docketwise invoices
- [Creating a Trust Request](http://support.docketwise.com/en/articles/5083396-creating-a-trust-request.md): See how to easily create a trust request in Docketwise
- [Disbursing Funds from a Trust Account](http://support.docketwise.com/en/articles/4732121-disbursing-funds-from-a-trust-account.md): Reflect offline payments to third parties from your Trust Accounts in Docketwise
- [Review your Trust Account Balances and Transactions](http://support.docketwise.com/en/articles/4756258-review-your-trust-account-balances-and-transactions.md): Keep track of trust requests, trust transfers, disbursements and balances.
- [Creating a Time Entry](http://support.docketwise.com/en/articles/5078064-creating-a-time-entry.md): Learn how to track your time spent working on clients' cases
- [Time Tracking](http://support.docketwise.com/en/articles/4732139-time-tracking.md): Track your time and send invoices to your clients
- [Billing by Time](http://support.docketwise.com/en/articles/5083076-billing-by-time.md): Learn how to bill your clients based on time
- [Sending an Invoice for a Client to Pay](http://support.docketwise.com/en/articles/5086983-sending-an-invoice-for-a-client-to-pay.md): See how easy it is to send invoices to clients for them to pay through Docketwise using the LawPay integration
- [Sending an Invoice to a Different Contact](http://support.docketwise.com/en/articles/4895709-sending-an-invoice-to-a-different-contact.md): Find out how you can send an invoice to a matter's secondary contact using Docketwise
- [Recording a Direct Payment](http://support.docketwise.com/en/articles/5083330-recording-a-direct-payment.md): See how to easily record a direct payment for a client's invoice
- [Paying an Invoice with a Trust Transfer](http://support.docketwise.com/en/articles/5022868-paying-an-invoice-with-a-trust-transfer.md): See how to apply funds from your client's trust account to a bill
- [Associating Payments to Specific Invoice Charges](http://support.docketwise.com/en/articles/5680714-associating-payments-to-specific-invoice-charges.md): Associate your invoice payments to specific invoice charges
- [Edit Payments on Invoices](http://support.docketwise.com/en/articles/4731782-edit-payments-on-invoices.md): Edit payments towards bills and trust requests
- [Payment Plans with LawPay](http://support.docketwise.com/en/articles/4732141-payment-plans-with-lawpay.md): Charge your clients' credit cards on recurring payment plans
- [Client Experience for Paying Invoices](http://support.docketwise.com/en/articles/4918809-client-experience-for-paying-invoices.md): See how your clients will see and pay invoices through Docketwise
- [Trust Accounting Ledger](http://support.docketwise.com/en/articles/8338746-trust-accounting-ledger.md)
- [Translating Invoices](http://support.docketwise.com/en/articles/9346911-translating-invoices.md): Easily translate your invoices in Docketwise

### Notes

- [Notes](http://support.docketwise.com/en/articles/4731792-notes.md): Track your cases from start to finish with Notes from Docketwise
- [Exporting Notes for a Contact or Matter](http://support.docketwise.com/en/articles/5604318-exporting-notes-for-a-contact-or-matter.md): Easily export Notes from a Contact or Matter into a PDF

### Events

- [Event Reminders](http://support.docketwise.com/en/articles/5776632-event-reminders.md): Easily send reminders to yourself, your colleagues, and your clients for upcoming events!

### Reports

- [Reports](http://support.docketwise.com/en/articles/4731931-reports.md): Use Reports in Docketwise to gain insights for your firm
- [Custom Reports](http://support.docketwise.com/en/articles/6782241-custom-reports.md)
- [Contact Reports](http://support.docketwise.com/en/articles/5800954-contact-reports.md): Build Contact Reports in Docketwise to gain insights for your firm
- [Lead Reports](http://support.docketwise.com/en/articles/5795472-lead-reports.md): Use Leads Reports in Docketwise to gain insights for your firm
- [Matter Reports](http://support.docketwise.com/en/articles/5795534-matter-reports.md): Matter Reports enables you to acquire insights into your company matters
- [Invoice Reports](http://support.docketwise.com/en/articles/5677885-invoice-reports.md): Use Invoice Reports in Docketwise to gain insights for your firm
- [Payment Reports](http://support.docketwise.com/en/articles/5872794-payment-reports.md): Payment Reports enables you to acquire insights into your company payments in Docketwise.
- [Task Reports](http://support.docketwise.com/en/articles/5793898-task-reports.md): Use Task Reports in Docketwise to gain insights for your firm
- [User Reports](http://support.docketwise.com/en/articles/5793801-user-reports.md): With User Reports in Docketwise you can gain insights for your firm
- [VMAX Tracking](http://support.docketwise.com/en/articles/4755139-vmax-tracking.md): Keep track of your clients' maximum amount of time remaining in nonimmigrant status

### Case Tracking

- [USCIS Receipt Number Tracking](http://support.docketwise.com/en/articles/4731816-uscis-receipt-number-tracking.md): Tracking USCIS receipt number
- [Priority Date Tracking](http://support.docketwise.com/en/articles/4731861-priority-date-tracking.md): Track your immigrant petition with the priority date
- [Tasks and Task Lists](http://support.docketwise.com/en/articles/4731794-tasks-and-task-lists.md): Managing your tasks and workflows is easy with Docketwise, even when you're collaborating with staffmembers.

### Client Portal

- [Client Portal](http://support.docketwise.com/en/articles/4732111-client-portal.md): Collaborate with clients via your own client portal
- [HR Portal Reports](http://support.docketwise.com/en/articles/6787302-hr-portal-reports.md)
- [Accessing & Using Your Portal as a Client](http://support.docketwise.com/en/articles/7900573-accessing-using-your-portal-as-a-client.md)
- [HR Portal](http://support.docketwise.com/en/articles/5307360-hr-portal.md): The HR Portal allows you to easily collaborate with business immigration clients
- [Accessing Files Uploaded by Client](http://support.docketwise.com/en/articles/4935464-accessing-files-uploaded-by-client.md): Learn where to access files uploaded by your client through their client portal
- [Uploading Files to the Client Portal](http://support.docketwise.com/en/articles/4935116-uploading-files-to-the-client-portal.md): Learn how to files are uploaded to the client portal by a client

### Docketwise Leads CRM

- [Docketwise Leads CRM](http://support.docketwise.com/en/articles/4868251-docketwise-leads-crm.md): Automate and engage your leads with Docketwise's built-in CRM

### Client Communication

- [Merge Tags in Email Messages](http://support.docketwise.com/en/articles/6297359-merge-tags-in-email-messages.md): Include contact and matter information in email messages with merge tags
- [Secure Portal Messaging](http://support.docketwise.com/en/articles/6673123-secure-portal-messaging.md): Communicate securely with your clients via the client portal with Secure Portal Messaging
- [Text Message Conversations](http://support.docketwise.com/en/articles/5968760-text-message-conversations.md): Have 2-way conversations with your clients via text messaging
- [CCing and BCCing in Email Messages](http://support.docketwise.com/en/articles/6333581-ccing-and-bccing-in-email-messages.md): CC and/or BCC firm members and contacts in your outgoing email messages from Docketwise
- [Emailing Custom Templates](http://support.docketwise.com/en/articles/4731864-emailing-custom-templates.md): Email custom templates, like tasklists and welcome messages, right from Docketwise
- [Email Signatures](http://support.docketwise.com/en/articles/6472320-email-signatures.md): Include your personalized email signature with outgoing email messages
- [Sending Messages with Attachments](http://support.docketwise.com/en/articles/5791088-sending-messages-with-attachments.md): Easily send email messages with attachments to your clients!
- [Bulk Text Messages and Emails](http://support.docketwise.com/en/articles/4988673-bulk-text-messages-and-emails.md): See how easy it is to send bulk emails or texts to contacts within Docketwise
- [Two-Way Text Messaging & Client Consent](http://support.docketwise.com/en/articles/8224883-two-way-text-messaging-client-consent.md)
- [Opt-in for SMS Notifications with Docketwise](http://support.docketwise.com/en/articles/8017185-opt-in-for-sms-notifications-with-docketwise.md)

### Files and Documents

- [Files and Folders](http://support.docketwise.com/en/articles/5247231-files-and-folders.md): See how to keep your files in Docketwise organized with folders
- [Docketwise e-Signature](http://support.docketwise.com/en/articles/6685005-docketwise-e-signature.md): Docketwise e-Signature allows you to easily and securely gather electronic signatures on files/documents, all from within Docketwise
- [Uploading Files to Docketwise](http://support.docketwise.com/en/articles/4772759-uploading-files-to-docketwise.md): Firm members or clients can upload files to Docketwise
- [Document Upload Requests](http://support.docketwise.com/en/articles/4732135-document-upload-requests.md): Text or email your clients document upload requests

### Template Automation

- [Automated Templates](http://support.docketwise.com/en/articles/4731895-automated-templates.md): Turn your Microsoft Work and other documents into Automated Templates
- [Merge Tags](http://support.docketwise.com/en/articles/4731893-merge-tags.md): Use these merge tags to turn Word docs into automated templates

### Personal Settings

- [User Roles](http://support.docketwise.com/en/articles/6333616-user-roles.md): Indicate user roles

### Firm Settings

- [Navigating Docketwise](http://support.docketwise.com/en/articles/5791244-navigating-docketwise.md): Learn How to Navigate Docketwise
- [Trash Can](http://support.docketwise.com/en/articles/6110726-trash-can.md): Review and restore deleted Contacts, Matters, Forms, Tasks, Notes, Invoices, Messages, and Files
- [Two-Factor Authentication \(2FA\)](http://support.docketwise.com/en/articles/6387943-two-factor-authentication-2fa.md): Enhance your login and account security with two factor authentication \(2FA\).
- [Docketwise Pricing](http://support.docketwise.com/en/articles/4731752-docketwise-pricing.md): Docketwise has monthly and annual pricing plans, plus discounted pricing for nonprofits
- [Docketwise Pro](http://support.docketwise.com/en/articles/5076248-docketwise-pro.md): Unlock powerful features to take your immigration practice to the next level
- [Docketwise Advanced](http://support.docketwise.com/en/articles/5357422-docketwise-advanced.md): Unlock all of Docketwise's premium features, integrations, solutions and premium support
- [Managing Users](http://support.docketwise.com/en/articles/4731734-managing-users.md): Add, remove and manage permissions for users on your account
- [Managing Your Subscription](http://support.docketwise.com/en/articles/4731774-managing-your-subscription.md): Pick which subscription plan works best for you and your team!
- [Cancelling Your Docketwise Account](http://support.docketwise.com/en/articles/5138142-cancelling-your-docketwise-account.md): Cancelling Your Docketwise Account
- [Notification Settings](http://support.docketwise.com/en/articles/4770757-notification-settings.md): Change your notification settings to make sure the right staff get notified
- [Invitation Settings](http://support.docketwise.com/en/articles/5236854-invitation-settings.md): Customize your firm's default invitation settings
- [Uploading your Firm's Logo](http://support.docketwise.com/en/articles/5669951-uploading-your-firm-s-logo.md): Easily upload your firm's/organization's logo to your Docketwise account!
- [Changing Firm Member's Name and Email](http://support.docketwise.com/en/articles/4925834-changing-firm-member-s-name-and-email.md): Learn how to change a firm member's name and email address within Docketwise!
- [Changing Time Zone](http://support.docketwise.com/en/articles/4913195-changing-time-zone.md): Changing your time zone within Docketwise is easy!
- [Add or Update Payment Details](http://support.docketwise.com/en/articles/4731877-add-or-update-payment-details.md): Add or update your credit card on Docketwise
- [Custom Dashboard](http://support.docketwise.com/en/articles/5631882-custom-dashboard.md): See everything that is most relevant to you at a glance with your customizable dashboard
- [Results Per Page in Dashboards and Reports](http://support.docketwise.com/en/articles/5791511-results-per-page-in-dashboards-and-reports.md): In Docketwise, you can easily select how many results per page are displayed on your Dashboards and Reports
- [Custom Columns](http://support.docketwise.com/en/articles/5448176-custom-columns.md): Easily customize the columns of your Dashboards and in Reports
- [User Permission Groups](http://support.docketwise.com/en/articles/5281762-user-permission-groups.md): Restrict your contacts' and matters' permissions
- [Firm Branches](http://support.docketwise.com/en/articles/5221675-firm-branches.md): Sort your firm members based on their branch location
- [Docketwise Training and Help](http://support.docketwise.com/en/articles/5076977-docketwise-training-and-help.md): Start learning how to use Docketwise in minutes
- [Docketwise Data Security](http://support.docketwise.com/en/articles/5224553-docketwise-data-security.md): Learn More about Docketwise's Data Security

### Integrations

- [QuickBooks Integration](http://support.docketwise.com/en/articles/5018208-quickbooks-integration.md): Connect QuickBooks with Docketwise for your accounting needs
- [MyCase Integration](http://support.docketwise.com/en/articles/6170580-mycase-integration.md): Integrate your Docketwise and MyCase accounts to keep information synced across both platforms
- [LawPay Integration](http://support.docketwise.com/en/articles/4731867-lawpay-integration.md): Easily integrate with LawPay to simplify your billing workflows and accept/process payments made via credit card and eCheck
- [Google Calendar Integration](http://support.docketwise.com/en/articles/4731888-google-calendar-integration.md): Sync Docketwise with your Google Calendar
- [Gmail Add-on](http://support.docketwise.com/en/articles/4986284-gmail-add-on.md): Send emails and attachments from Gmail to Docketwise
- [Outlook Calendar Integration](http://support.docketwise.com/en/articles/4784692-outlook-calendar-integration.md): Sync Docketwise with your Outlook Calendar
- [Outlook Email Add-in](http://support.docketwise.com/en/articles/5463758-outlook-email-add-in.md): Send emails and attachments from Outlook to Docketwise
- [Sync Docketwise with Clio](http://support.docketwise.com/en/articles/4731716-sync-docketwise-with-clio.md): Combine Docketwise with Clio's power practice management software
- [Troubleshooting Clio Integration](http://support.docketwise.com/en/articles/4731930-troubleshooting-clio-integration.md): Common Problems When Syncing from Clio to Docketwise
- [Immitranslate Integration](http://support.docketwise.com/en/articles/5250285-immitranslate-integration.md): Have your documents in Docketwise seamlessly and professionally translated by ImmiTranslate
- [Sync Docketwise with PracticePanther](http://support.docketwise.com/en/articles/4731746-sync-docketwise-with-practicepanther.md): Combine Docketwise forms with PracticePanther practice management
- [Zapier Integration](http://support.docketwise.com/en/articles/4731939-zapier-integration.md): Connect Docketwise with 3,000+ apps from Zapier's App Library

### Internal Chat

- [Docketwise Chat](http://support.docketwise.com/en/articles/4731932-docketwise-chat.md): Stay connected with instant messaging inside Docketwise

### Free Trial

- [Getting Started With Docketwise Free Trial](http://support.docketwise.com/en/articles/4857021-getting-started-with-docketwise-free-trial.md): Getting started with Docketwise to take your immigration practice to the next level has never been easier!

### Desktop App

- [Downloading the Docketwise Desktop App](http://support.docketwise.com/en/articles/8218963-downloading-the-docketwise-desktop-app.md): Learn how to download the Docketwise desktop app