It is important to keep your Firm details up to date at all times. These details are used to populate precedents and your letterhead with the relevant information.
To update or review your firm details:
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From the main Smokeball Desktop window, select the Settings (gear) icon on the top-right corner.
The first tab opens should be Firm Details. If it isn't, you do not have sufficient permissions to view or edit Firm Details.
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Review the information entered and make changes where required.
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Scroll down the Firm Details tab and add your firm's Branch Offices if relevant, so that when generating a precedent or letter, you can select the branch office that appears in the letterhead.
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Enter your Box, Customer and licence numbers to ensure these generate to any relevant forms.
Learn more about box, customer and licence numbers in Smokeball.
- Click Save.
Good to know
The Firm Details section syncs to fields in your document containers. If the information does not change after updating, your firm details are possibly saved as a PDF image. Check your document container for any mismatch in firm details.