Learn how to use the advanced search to save conflict checks to a matter. Advanced search looks at data, document titles and document content within Smokeball.
- Select Search from the left menu.
- Type the relevant name or phrase in the search bar.
- Select Save Conflict Check next to the search bar.
- Choose the relevant matter in the new window.
- Type your conflict check assessment in Notes.
- Select Save.
A PDF document of the conflict check saves to the matter. The PDF contains the above Notes and a copy of the search results.