Create a blank letter

One of the most powerful features of Smokeball is saving time and ensuring the accuracy of your documents by utilising the data entered on a matter and your standard letterhead and formatting options when required.

Smokeball has an extensive library of precedents available for your use. However, you can also create one-off letters or documents in any matter whenever needed.

Whenever creating a document, make sure you use the Smokeball Word ribbon to ensure the document is always saved to the appropriate matter. 

Creating a Blank Letter or Document

1. Open the matter. In the Action Bar, select New Document and select Letter/Fax.
2. 
   
   • The Document option creates a blank document without a letterhead. 
   • You can also create a blank letter by opening a contact card and selecting Blank Letter on the contact action bar.
     
3. In the New Letter window, tick the new window's relevant letterhead and addressee(s). Your selections automate into the new letter.
   
4. Select Create Document.
5. The new letter opens in Word. Expand the Smokeball Bar on the right-hand side of Word to view or amend details on the matter. Any details amended here will be synced back to the matter file in Smokeball.
   
6. Once you have completed writing the letter, select the Save to Smokeball  icon from the Smokeball ribbon. This ensures the letter will be saved back to the Smokeball matter.