Advice and answers from the Docketwise Team
Adding Preparer Information
Populate the preparer fields of all forms at once
- From your dashboard, click "Update Firm & Preparer"
- Add information about yourself. By default, this information will be used to populate the preparer fields on all of your forms
- If you have multiple users on your account, you can choose which of those users you want to set as the preparer. Changing the preparer on your account when update the preparer fields for all forms printed from your account. You can also set a form-specific preparer so that different forms in your account populate with different preparer's information
Updated: 4 months
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