Overview

DocketWise's Two-Factor Authentication (2FA) is the safe and flexible way of adding an additional layer of security and protection to your DocketWise account so that you can have peace of mind knowing that your account is well-protected against unauthorized access and that your sensitive information is secure.

With DocketWise's Two-Factor Authentication (2FA), you can choose from 1 of 3 methods for receiving your secure login (OTP) code.

These three options are:

Authentication App (such as Google Authenticator, Microsoft Authenticator, Authy, etc.)
Via Text Message
Via Email

Setting Up 2FA

As mentioned above, when setting up 2FA, you can choose to utilize an authenticator app, text message, or email to receive your secure login code.

Please note that 2FA is mandatory after you complete your trial period. If you have not yet set up 2FA and complete your trial, you will be required to set up 2FA upon logging in.

Additionally, new users added to an account will also be required to set up 2FA upon logging in for the first time.

Using an Authenticator App

If you wish to enable 2FA using an authenticator app, you will need to follow the steps below:

Navigate to Settings > Two-Factor Authentication.
Click the Enable 2FA button.
Select the Authenicator App option.
Click the Continue button.
Open the authenticator app of your choice on your mobile device, select the option to add a new app, and scan the QR code from DocketWise.
Click the Continue button.
Enter the OTP Code from your authenticator app.
Click the Setup button.

Once you have set up 2FA, you will be prompted to enter the OTP Code from your authenticator app as part of your login workflow.

Via Text Message

If you wish to enable 2FA by receiving a secure login code via text message, you will need to follow the steps below:

Navigate to Settings > Two-Factor Authentication.
Click the Enable 2FA button.
Select the SMS option.
Click the Continue button.
Enter your mobile phone number (only available for US mobile numbers).
Click the Continue button.
Enter the OTP Code received via secure text message.
Click the Setup button.

Once you have set up 2FA, you will be prompted to enter the OTP Code received via the secure text message app as part of your login workflow.

Via Email

Navigate to Settings > Two-Factor Authentication.
Click the Enable 2FA button.
Select the Email option.
Click the Continue button.
Enter the OTP Code received via secure text message.
Click the Setup button.

Updating Your 2FA Method

If you wish to update your 2FA method from one to another, you will need to follow the steps below:

Navigate to Settings > Two-Factor Authentication.
Click the Update 2FA button.
Select your new 2FA method.
Complete the remainder of the setup depending on your newly selected 2FA Method:

Resetting 2FA

If you need to have your 2FA reset, an admin on your firm's account can do so by following the steps below:

Navigate to Settings > User Access.
Locate the user whose 2FA needs to be reset and select Reset 2FA under Actions.
Confirm the changes when asked in the pop-up message.