Overview
With Custom Attributes, you are able to create customizable fields in Docketwise for Contacts and Matters. These Custom Attributes can be:
Tracked and filled on the Contact's/Matter's overview page
Asked on Custom Intakes to be filled out by clients
Included in Automated Templates
Reported on and utilized as filters in Contact and Matter Reports
In order to unlock this feature, you must be a Docketwise Pro or Advanced subscriber. If you would like to learn about the other features that you can unlock on a Docketwise Pro or Advanced subscription, you can click here.
Contents
Attribute Types
There are 5 different Custom Attribute types, allowing you to ask, document, track, and report on just about anything:
Text: Answers may include any combination of text, numbers, space, and symbols
Number: Answers may include numbers only
Date: Answers may only be in date format
Boolean: Answers may only be true/false
List: Answer is chosen from a list of options
Expiry Date: Answers may only be in date format
Creating Custom Attributes
To create a new Custom Attribute, you will need to follow the steps below:
Navigate to Settings > Custom Attributes
Click the + New Custom Attribute button
Give your Custom Attribute a name
Choose the Attribute Type (and include list items if creating a list type)
Indicate whether the Custom Attribute is to be assigned to a Contact or Matter
Click the Create button
Viewing and Updating a Contact's/Matter's Custom Attributes
In order to view and update a contact's/matter's custom attribute, you will need to follow the steps below:
Navigate to the Contact's/Matter's overview page
Click the pencil icon for the Custom Attribute value that you would like to set
Enter the desired value
Click the Update button
Contact:
Matter:
Custom Expiry Dates
Custom Expiry dates allow you to add additional customizable expiry dates, which behave like other Expiry Dates in Docketwise, allowing you to receive reminder notifications before the event.
Expiry Date Reminders Settings
In order to set up Automatic Expiry Date Reminder Settings for your Custom Expiry Date, you will need to follow the steps below:
Navigate to Settings > Expiry Date Reminders
Click the New Reminder Button
Select the Custom Expiry Date under Expiry Date Type
Choose the Event Calendar
Select the default recipient(s) of the reminder (admin/all firm members/assignee(s) of associated contact)
Indicate how long before the expiry date you would like to have the notification sent by selecting the unit of time and entering a corresponding numerical value
Click the Save Reminder button
Creating the Expiry Date Event/Reminder
In order to set up an expiry date reminder for a contact in Docketwise, you will need to follow the steps below:
Navigate to the contact's overview page
Select the Expiration Dates tab
Enter the expiry date under the appropriate expiry date category
Hit Enter/Return on your keyboard
Once the date is entered and you already had an expiry date reminder setting indicated, an event will be made with a corresponding notification based on the expiry date reminder settings.
Note: Custom Expiry Dates may only be made at the Contact level.
Custom Attributes in Custom Intakes
In addition to being able to set the value of a Custom Attribute on the contact's/matter's overview page, your can ask your clients to provide this information in a Custom Intake.
In order to ask your client to provide this information, you will need to either create a Custom Intake Template or add these questions to an already-existing Custom Intake Template under Settings > Custom Intakes; to learn more about Custom Intakes, click here.
To add these questions to a Custom Intake Template, you will need to follow the steps below:
Navigate to the Custom section
Locate the Custom Question relating to your Custom Field
Click the pencil icon to edit the question being asked (optional)
Click the slider bar to active and the question will be added to your Custom Intake
Note: If a Matter Custom Attribute is present in the Custom Intake, the Smart Form must be assigned to a matter to populate these fields.
Custom Attributes in Automated Templates
Automated Templates allow you to create templated documents in Docketwise that automatically populate said documents with information from Docketwise with Merge Tags.
Values for Custom Attributes can also be added as to Automated Templates with Merge Tags; to learn more about Automated Templates and Merge Tags, click here.
To view the list of Merge Tags related to your Custom Attributes, you will need to follow the steps below:
Navigate to Settings > Automated Templates
Click the + New Template button
Click the Custom Attributes tab
Custom Attributes in Reporting
Custom Attributes in Docketwise can be reported on and used as filters (along with other filters) for creating reports. Custom Attributes are available in the following type of reports:
Contact Reports
Contacts over time
Matter Reports
Matters over time
Matters by status
Matters by preference category
To report on custom attributes or use custom attributes in filters in reporting, you will need to follow the steps below:
Navigate to your Docketwise Dashboard
Click the Create New ▼ button
Choose the Report option
Choose the type of report you would like to create
Click the Filter by Attributes button
Indicate the criteria for your Custom Attribute filters
Click the Update button
