Automation settings are located in the Smokeball Settings menu and hold various settings to do with automation within Smokeball. Learn more about what each setting does below.
Firm Forms
Tick this box if you wish for your firm to keep track of any changes made to precedents while in Precedent Modify mode.
Electronic Service
If your firm uses electronic filing (e-filing) for forms, tick these boxes to ensure that your firm's email address will automatically load in any forms that can be e-filed. Make sure to enter the email address here in order for the automation to work.
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.