You can link your document container or email container to an existing precedent, eliminating the need to switch containers for each precedent.
- Open the Precedent Library from within a matter file.
- Right-click on the precedent and select Modify.
- The precedent will open in Word. From the Smokeball toolbar on the right-hand side, click on Details on the Automate tab.
- Under the Container drop-down menu, select your document container or email container.
- Select Save & Close on the Smokeball toolbar.