Overview
In Docketwise, it is easier than ever to keep your uploaded files organized by using folders. Folders can be made and assigned according to the following parameters:
Unassigned (not related to a contact or matter)
Assigned to a specific contact
Assigned to a specific matter
In addition, sub-folders can be made for any folder within Docketwise.
Contents:
Uploading a File
In order to upload a file to Docketwise, you will need to follow the steps below:
Click the + New ▼ button on the Files Dashboard or from your Client's/Matter's Files tab or specific folder OR click the Create New ▼ button
Choose the File option
Click the box to select your file or drag and drop it into the box
Assign to a Contact/Matter (optional)
Click the Upload button
Note: The size limit per file is 100 MB on Basic and Pro Subscription Plans and 5 GB on the Advanced Subscription Plan.
Creating Folders within Docketwise
To get started, you will have to create a folder. This can be done in the (A) Files Dashboard or under the Files tab of a specific (B) Contact or (C) Matter.
If you create a folder through the Files tab of a specific Contact or Matter, the folder will automatically be assigned to the Matter and/or Contact.
From whichever environment you choose to create a new folder, you will start by clicking the + New ▼ button and choosing the Folder option.
After selecting the option to create a new folder, you will be prompted to fill out some basic information about the folder:
Name of the folder
Contact associated with the folder (optional)
Matter associated with the folder (optional, requires the matter's primary contact to be the assigned contact)
After filling in the appropriate information, click the Create Folder button to create your folder.
Creating a Subfolder
Once you have created a folder, you are now able to create subfolders within that folder! To get started, you will want to navigate to open the folder where you would like to add subfolders.
After opening the folder in which you would like to create a subfolder, you will click the + New ▼ button and indicate the title of the subfolder being created. After filling out the title, click the Create Folder button to create your subfolder.
Uploading a File to a Folder
When uploading a file to Docketwise, you are able to assign it to a specific folder and there are 2 ways to do so:
Clicking the + New ▼ button from within the folder you would like to upload the file:
Clicking the Create New button and selecting File (note: this function does not allow files to be saved to subfolders):
Assigning an Existing File or Folder to a Contact, Matter, and/or Folder
In order to assign an existing file or folder to a Contact, Matter, and/or Folder, you will want to select the checkbox for the file and click the More Actions ▼ button.
After clicking on the More Actions ▼ button, you can indicate:
Contact to which to save the file/folder
Matter to which to save the file/folder (requires the matter's primary contact to be the assigned contact)
Folder to which to save the file/folder (requires that matter or contact to be specified if the specific folder is associated
After indicating the desired location/assignments, click the Update button to have your changes saved.
Note: If you wish to assign a file to a sub-folder, first select the parent folder from the Assign to a folder field and then select the sub-folder in that same field.
Renaming Files and Folders
Renaming Files
In order to edit a file's name, you will need to follow the steps below:
Locate the file you would like to rename
Mouseover the file that you would like to
Click the ✏️ Pencil icon
Enter the new Folder name
Hit Enter/Return on your keyboard
Renaming Folders
In order to edit a folder's name, you will need to follow the steps below:
Locate the folder you would like to rename
Click the ✏️ Pencil icon
Enter the new Folder name
Hit Enter/Return on your keyboard
Downloading Files
Downloading an Individual File
In order to download an individual file, you will need to follow the steps below:
Locate the file you would like to download
Mouseover the file that you would like to download
Click the ⬇️ Download icon
Bulk-Downloading Files
In order to bulk-download files, you will need to follow the steps below:
Check the boxes for the files and/or folders that you would like to download
Click the More Actions ▼ button
Select the Download File(s) option
Previewing Files
In Docketwise, you can preview the following file types:
.csv | |
.doc | .png |
.docx | .txt |
.jpeg | .xls |
.jpg | .xlsx |
In order to preview a file, you will need to follow the steps below:
Locate the file you would like to preview
Mouseover the file that you would like to preview
Click the 👁️ Preview icon
Printing Files
Also, you can also print files directly without the needing to download the file first. If you wish to print a file directly from Docketwise, you will need to follow the steps below:
Locate the file you would like to print
Mouseover the file that you would like to print
Click on the 🖨️ Printer icon
Print the file from the newly opened tab
