Docketwise makes it easy to securely store and view your firm's important documents—such as completed immigration forms (PDFs), photo evidence, and cover letters.
How to Upload Your Files
Initiate the Upload: Click the "Create New" button in the upper-right corner of your dashboard.
Tip: If you are currently viewing a specific contact or matter, clicking "Create New" will automatically assign the file to that contact/matter.
Select Your Files: Drag and drop your file directly into the window, or browse and select it from your computer.
Rename (Optional): Choose a distinct name for the file during upload so its identity is clear to everyone in your firm.
Complete the Upload: Click "Upload" to finish.
Important Guidelines
Batch Uploads: You can upload as many files as you want at one time.
Size Limits: The maximum total file size per upload session is 100 MB.
Storage Limits: Enjoy peace of mind—there is no limit on the total amount of file data stored on your account.
Clients can also upload files to Docketwise through either a document request question on a custom intake form or through the client portal. Through the client portal, clients can select as many files as they want per upload, up to 100 MB of total file size.
Clients may also rename their files when uploading them on the portal.
All files uploaded by the client to the portal will show up in the "Files" section of their contact page, and the client's email address will show in the "uploaded by" section, so it's clear whether each file was uploaded by the firm or the client.
As always, reach out with any questions about this article to team@docketwise.com.