Organise files in a matter

Keeping track of the numerous documents, files, and attachments associated with a matter is a day-to-day challenge for any law firm. Smokeball solves this problem by providing an easy-to-navigate interface for your files at the bottom of each matter. 

Navigate your files

Use the filters at the top of the Documents section to sort through them quickly:

• Favourites show all files marked as favourites. To add a file to favourites, hover over it and select the star icon next to it.
  
• Documents show all document files, such as Word docs and PDFs.
• Messages shows all files shared via the Client Portal, Smokeball’s secure messaging system.
• Emails show any email correspondence around the matter.
• InfoTrack shows all files related to InfoTrack searches.

Create folders to organise files

Right-click any blank space on the documents section to create a new folder. You can also press Ctrl+Shift+N on your keyboard.

Search for a file

The search bar allows you to search for keywords that can be located in a file’s title and its contents.

Customise the files list

• Adjust the width of the grey column headers by clicking and dragging a border with your mouse cursor.
  
• Right-click on the grey table header to add or remove columns.
  
• You can also toggle between a folder view and an all-files view by selecting the folder or bullet list icon.
  • Use the eye icon to preview an individual file.
    
• Double-click on a column header to sort files by alphabetical order, date, file size, and more.
  • Note: Folders will always appear before individual files.
• If you have a large number of files and the file pane is too small, we recommend selecting the Pop out File explorer icon to open the files list in a new window.
  
  
  

Use right-click to access file actions

One of the best practices in Smokeball is "right click is your best friend."

If you right-click any document in Smokeball, you will find a variety of options available for file management.

All right-click options are intuitive and can also be executed using hotkeys.