In the document section of a matter or lead, document folders can help you organise and store specific documents. Give every new matter and lead a head start with the right folders already in place. Instead of building the same folder structure manually each time, set it up once in Matter Configuration and Smokeball applies it automatically – to new matters, new leads, or both.
Note: 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 folder setup, both sets of default folders will be applied, which can result in duplicate folders. To avoid causing duplication of folders, remove the Default Document Folders listing from either the Lead type or the Matter type configuration.
To create Default Document Folders:
- 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.