Link a document container to a precedent

You can link your document container or email container to an existing precedent, eliminating the need to switch containers for each precedent.

  1. Open the Precedent Library from within a matter file. 
  2. Right-click on the precedent and select Modify.
    entermodify.png
  3. The precedent will open in Word. From the Smokeball toolbar on the right-hand side, click on Details on the Automate tab.
  4. Under the Container drop-down menu, select your document container or email container.
  5. Select Save & Close on the Smokeball toolbar.
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