Advice and answers from the Docketwise Team
Build your own intakes with custom questions
With Intakes you can:
- Build unlimited questionnaires for different use cases
- Include any combination of Docketwise questions, or craft your own questions. Ask anything you want!
- Include document upload requests with upload buttons for your client. Learn more here
- Share the Intakes via email or SMS
- Translate the Intakes in Spanish or English
- Navigate to Account Settings
- Click "Custom Intake"
- Name your intake
- Select the questions you want to include
- Click "Custom" to write your own questions
- To invite a contact to your custom intake, click "Create New" from your dashboard and select "Form". Your intake will be available from the dropdown list of forms
Updated: 9 days
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