Overview
With Docketwise, you are able to keep track of your clients' upcoming expiry dates through automatic calendaring and notification reminders. With this feature, you are able to keep track of the following types of expiry dates:
US Status Expiry
Non-Immigrant Visa Expiry
Advanced Parole Expiry
Current Authorized Stay Expiry
Employment Authorization Document Expiry
Petition Expiration
Passport or Travel Document Expiry
LCA Expiration
+ Custom Expiry Dates (requires Custom Attributes)
For each of the expiry date types, you can indicate the following information:
Event Calendar
How long before the expiry date you would like the notification to be sent
Recipient(s) of the reminder (admin/all firm members/assignee(s) of associated contact)
After setting up the Expiration Date settings for a given expiry date type (i.e. US Status Expiry Date), an event and a reminder for the event will be created automatically after being added to the contact corresponding to their expiry date.
Contents
Expiry Date Reminders Settings
In order to set up Automatic Expiry Date Reminder Settings through your settings page, you will need to follow the steps below:
Navigate to Settings > Expiry Date Reminders
Click the New Reminder Button
Select the 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
Note: If you wish to add multiple reminders, simply click the + Add notification option and repeat the steps mentioned above.
Individual Expiry Date Reminders
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.
Adding the Contact as a Notification Recipient
If you would like to add the client as an attendee so they also receive a reminder, you will need to follow the steps below:
Navigate to the contact's overview page
Select the Expiration Dates tab
Click on the 🔔 Reminder icon above the expiry date
Click in the box under Attendees
Search the contact by typing their name or email address and select them as a contact
Click the Save Event button
Note: If you wish to add multiple reminders, simply click the + Add notification option and repeat the steps mentioned above.