Automation Settings

Your Automation settings hold various settings to do with automation within Smokeball

1. Firm Forms

2. Letters and Other Documents

Firm Forms

This setting is designed to help firms keep track of any changes made to their precedents. Once this is selected, if you go into modify mode in a document and click save you will be prompted with the below to enter in details about the change. 

Letters and Other Documents

You can use this setting to decide if you would like to be known as "We" or "I" when referring to yourself in letters. This setting is considered by your Client Relationship Manager upon account set up however, If anything changes in the firm you can update this here. 

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