Need to make changes to what’s displayed on your letterhead or document header and footer? You can do so by editing the document container template of your specific document type.
Before you begin, ensure that you’re familiar with the Document Containers feature, where information used to automatically fill in headers and footers of documents is managed.
This article will outline how to make changes to an individual document container using Word.
Entering Modify mode
All changes to a document container must be done in Modify mode in Word. To enter Modify mode:
- Select the gear icon from the top-right corner of the Smokeball window to open Smokeball Settings.
- Select Document Containers from the left menu.
- Right-click on the document you wish to edit, then select Modify.
- The document container template will open in Word in Modify mode.
Add information fields to the document container
The right panel in Word is where you can browse and insert automation fields into the document container.
To insert a field, click on the place in the document where you want the field to display. Then, double-click the field name from the side panel.
Note: If you wish to edit a field that's located in the header or footer, double-click the header/footer area first to access the ability to edit it.
I inserted a field, but the document container displays the incorrect information.
Smokeball gathers field information from the data entered in other parts of the system.
If the document container displays information incorrectly (e.g. a typo in your street address), check your Firm Details in Smokeball Settings. If you find that the information is also displayed incorrectly there, update it, and the document container will be automatically updated with the correct information.
Change fonts and margins on document containers
You can further customise document containers to match the look and feel of your firm's brand. Learn how to make styling changes on document containers.
Additional tips
- Use the Show/Hide feature in Word to help you format the document.
- Ensure that all changes made to your letterhead flow through to all precedents by modifying other document containers as well. Some document containers you may wish to check are the Letter and No Footer.