Show and hide matter details

Available on Smokeball Grow and Prosper+

Learn how to show and hide other parties and layouts so that your matter file displays the relevant contacts and layouts on a matter-by-matter basis.

  1. Select the gear icon in the top right corner of your matter. 

  2. In the Matter Settings window, tick the contacts and layouts relevant to this matter. 
  3. Select Save.
  4. Start adding details to the matter.

Using matter templates

If you have multiple matters that require the same matter details, consider creating a matter template to reduce the need to configure matter details every time manually.

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