Overview
With the customizable dashboard, you are able to see everything most relevant to you on your Docketwise account at a glance!
Docketwise's customizable dashboard allows you to:
Choose what information you want to have displayed
Choose where you want each information box to be displayed
Contents
Choosing the Information to Display
With the customizable dashboard, you are able to choose the information boxes that you would like to be displayed. This is accomplished by either displaying or hiding an information box.
Displaying an Information Box
In order to display an information box on your dashboard, you will need to follow the steps below:
Navigate to your dashboard in Docketwise
Click the Edit Dashboard ▼ drop-down menu
Check the boxes for which information boxes you would like to be displayed
Hiding an Information Box
In order to hide an information box on your dashboard, you will need to follow the steps below:
Navigate to your dashboard in Docketwise
Click the Edit Dashboard ▼ drop-down menu
Uncheck the boxes for which information boxes you would like to be hidden
Formatting the Information Boxes Displayed
With the customizable dashboard, you are able to format/order the information boxes displayed. This is accomplished by dragging and dropping your information boxes in the order that works best for you.
In order to move an information box, you will need to follow the steps below:
Navigate to your dashboard in Docketwise
Click and hold the 3 vertical bars or within blank space of the information box
Drag and drop the information box to its desired location
Information Boxes Available
Contacts | Displays the 5 most recently updated contacts to which you are assigned. |
Matters | Displays the 5 most recently updated matters to which you are assigned. |
Forms | Displays the 5 most recently updated forms to which you are assigned. |
Events | Displays the 5 closest upcoming events to which you are assigned. |
Tasks | Displays 5 tasks based on their due date to which you are assigned. |
Billing | Displays totals for Paid Invoices, Unpaid Invoices, and Trust Account Balance
Note: This option is only available for account Owner/Admins. |
Notes | Displays the 5 most recently added notes to which you are assigned. |
Form Invitations | Displays the 6 most recently sent form invitations by you (regardless of the form's assignee), |
Firm Feed | Displays the 20 most recent items from your firm's feed.
Note: This information box cannot be hidden or moved. |