Beta feature
Linking related matters is currently undergoing beta testing.
Linking related matters is only enabled if your firm has installed the recent update on Smokeball performance.
To link related matters together, follow these steps:
- Open your matter and select the related matter icon.
- Type the name of the matter in the search bar and click on it to add it to related matters.
- Alternatively, select Browse to search through more matters.
- Alternatively, select Browse to search through more matters.
If successful, the connection will be displayed on both matters. You will see a hyperlink description to the related matter that will allow you to open it in one click.
Remove the link between related matters
If you need to remove the link between two related matters, follow these steps:
- Open one of the linked matters and select the related matter icon.
- Hover your mouse cursor over the matter you wish to unlink.
- Click on the X on the right side of the matter description.
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