Share a Docket - Web View

This article will walk you through the steps to share a Docket.

1. In the Dockets tab, select the specific Docket and then select Actions.

Share Docket 1

2. Click "Share Docket"

Share Docket 2

3. You can then enter the email address or mobile number of the individual with whom you wish to share the docket. Additionally, you can specify the level of access they will have—whether you want them to simply view the docket, make edits or changes, or approve/sign the docket as a customer. After confirming these details, click "Update Share(s)" to complete the sharing process.

Share Docket 4

If you have any questions, or need any further help, please contact support@docketbook.com.au