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Invitation Settings
Invitation Settings

Customize your firm's default invitation settings

Updated over 10 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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