Overview
In DocketWise, each individual firm user can choose to opt in or out of SMS notifications. These settings control whether notifications are sent for:
Event/Expiry Date Reminders
E-Signature Invitations
Additionally, firm clients invited to participate in their process also control their SMS preferences. Their opt-in settings affect notifications for:
Electronic questionnaire invitations
Invoice sharing
E-Signature Invitations
Contents
Attorney/Firm User Opt-in Settings
This section explains how an attorney or firm user can opt in or out of receiving SMS notifications in DocketWise. These settings control whether notifications are sent for:
Event/Expiry Date Reminders
E-Signature Invitations
Opt-in for SMS notifications
By default, SMS notifications are disabled. To opt in, follow the steps below:
Navigate to Settings > Preparer Information
Under the Mobile Phone Number field, check the box for I consent to receiving SMS reminders from DocketWise
Save your changes by clicking the Save Details button in the top-right corner of the screen or the Save and Return to Dashboard button at the end of the screen
Opt-out of SMS notifications
If you previously opted in but want to stop receiving SMS notifications from DocketWise, follow the steps below:
Navigate to Settings > Preparer Information
Under the Mobile Phone Number field, uncheck the box for I consent to receiving SMS reminders from DocketWise
Save your changes by clicking the Save Details button in the top-right corner of the screen or the Save and Return to Dashboard button at the end of the screen
Client User Opt-in Settings
This section explains how a client user can opt in or out of receiving SMS notifications in DocketWise. It also covers how an attorney or firm user can send the consent form to a client so they can opt in.
These settings control whether SMS notifications are sent for:
Event/Expiry Date Reminders
E-Signature Invitations
Sending out the SMS Opt-In Consent Form
For a client to opt in to SMS notifications, an attorney or firm user must first send the SMS Opt-In Consent Form. The form can be shared by email or direct link.
Via email:
In order to send this form out via email, you can follow the steps below:
Navigate to the client's profile to whom you will be sending the SMS Opt-In Consent Form
Open the Phone Numbers tab of the client's profile
Click the Request Consent option under the client's mobile phone number
Select Email as the request medium
Enter/confirm the client's email address
Click the Send Request button
Via direct link:
If you'd like to send the form using a direct link, here are the steps to do so:
Navigate to the client's profile to whom you will be sending the SMS Opt-In Consent Form
Open the Phone Numbers tab of the client's profile
Click the Request Consent option under the client's mobile phone number
Select Direct link as the request medium
Click the Copy Direct Link button to copy the link
Share the direct link with the client
Opt-in for SMS notifications
If you are a client that wist to opt in to SMS notifications from DocketWise, follow the steps below:
Open the DocketWise Request for SMS Consent form (shared either via email or a direct link)
Verify the phone number listed in the form is correct
Check the box for I consent to receiving SMS messages for my immigration case
Click the Submit button
After consenting to SMS notifications, you’ll receive a confirmation text along with instructions on how to opt out.
Opt-out of SMS notifications
If you previously opted in but want to stop SMS notifications from DocketWise, simply reply “Stop” in the text thread where you receive them.
