Advice and answers from the Docketwise Team
Sync Docketwise with PracticePanther
Combine Docketwise forms with PracticePanther practice management
- Click on your name in the top right corner of your dashboard
- Click on Account Settings
- Click on Activate PracticePanther
- You're be prompted to login to PracticePanther and allow Docketwise access to your account. Click on Allow Access when prompted.
- That's all! You'll receive an email shortly notifying you once your integration is fully setup.
- Automatically: Every night, all of your updates in PracticePanther are synced to Docketwise
- Manually: You can manually pull updates in PracticePanther over to Docketwise by clicking your name in the top right of your dashboard and selecting "Sync PracticePanther" from the dropdown
Updated: 8 months
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