A robust folder structure in your matters and leads can help you keep files and documents organised.
Learn how to set up a default folder structure for each matter or lead type, so it automatically applies when new matters or leads are created.
To create a default folder structure:
- Select the Settings (gear) icon on the top-right corner of Smokeball to access Smokeball Settings.
- Select Matter Configuration, then select Add New.
- If you already have Matter Configuration set up for this matter type or lead type, double-click on the matter type instead.
- If you already have Matter Configuration set up for this matter type or lead type, double-click on the matter type instead.
- Make sure the Matter Type (can be a lead type) is correctly listed. To change it, select change... and search for the matter type or lead type from the subsequent folders.
- Select the Default Document Folders tab.
- To add a folder, click on Add a folder and enter the folder name.
- Create a sub-folder under an existing folder by right-clicking on the folder and selecting Add Folder.
- To add a folder, click on Add a folder and enter the folder name.
- Select Save.
Now, every new matter or lead created under this type will already have the default folder set up.
Good to know
- You cannot copy and paste a folder tree from one Matter/Lead type configuration to another.
- You cannot create multiple configurations for a single Matter/Lead type.
- Default Document Folders can be set up for both Lead types and Matter types. If a Lead type has its own folder setup and it's converted into a Matter type that also has a folder setup, both sets of default folders will be applied, which can result in duplicate folders. To avoid folder duplication, set up default document folders in either the Lead type or the Matter type configuration.