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Invitation Settings
Invitation Settings

Customize your firm's default invitation settings

Updated over 5 months ago

Docketwise allows you to customize your firm's invitation settings for future invitations to your clients via email or text message.

You can do so by navigating to Settings > Invitation Settings. Here, you'll be able to:

  • Mark the first checkbox in order to prevent the contact you shared the form with to add comments on questions.

  • Mark the second checkbox to set a default message for when you send out an email invitation.

  • Mark the third checkbox to set a default message for when you send out a text message invitation.

After making any updates within the invitation settings, make sure to click the Save Changes button.

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