Firm Settings
24 articles
- Trash CanReview and restore deleted Contacts, Matters, Forms, Tasks, Notes, Invoices, Messages, and Files
- Managing UsersAdd, remove and manage permissions for users on your account.
- Docketwise PricingDocketwise has monthly and annual pricing plans, plus discounted pricing for nonprofits
- Managing Your SubscriptionPick which subscription plan works best for you and your team.
- Add or Update Payment DetailsAdd or update your credit card on Docketwise
- Notification SettingsChange your notification settings to make sure the right staff get notified
- Changing Time ZoneChanging your time zone within Docketwise is easy!
- Changing Firm Member's Name and EmailLearn how to change a firm member's name and email address within Docketwise!
- DocketWise ProUnlock powerful features to take your immigration practice to the next level.
- Docketwise Training and HelpStart learning how to use Docketwise in minutes.
- Canceling Your Docketwise AccountCancelling Your Docketwise Account
- Firm BranchesSort your firm members based on their branch location
- Docketwise Data SecurityLearn More about Docketwise's Data Security
- Invitation SettingsCustomize your firm's default invitation settings
- User Permission GroupsRestrict your contacts' and matters' permissions.
- Docketwise AdvancedUnlock all of Docketwise's premium features, integrations, solutions and premium support
- Custom ColumnsEasily customize the columns of your Dashboards and in Reports
- Custom DashboardSee everything that is most relevant to you at a glance with your customizable dashboard
- Uploading your Firm's LogoEasily upload your firm's/organization's logo to your DocketWise account.
- Navigating 8am DocketwiseLearn How to Navigate Docketwise
- Results Per Page in Dashboards and ReportsIn Docketwise, you can easily select how many results per page are displayed on your Dashboards and Reports
- Two-Factor Authentication (2FA)Enhance your login and account security with two factor authentication (2FA).
- 8am™ DocketWise Brand FAQ
- How does user deactivation impact billing, and what steps ensure accurate charges?