When working on a Word document that needs to be saved to a Smokeball matter, make sure you are saving your document using the integrated ribbon. By default, the ribbon is located in the upper left corner of Word.Â
Saving a document for the first time
If you are saving the document for the first time, select the Save to Smokeball button and then choose which matter to save the document to.
Saving edits to an existing document
For updating a document already saved to a matter, the best practice is to open it from your matter before making any edits. Once you are finished editing the document, use the Smokeball ribbon in Word to select Save, Save As, or Save & Close.Â
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How to check if your document has been saved properly
You should be able to find your document in the All Files section of the matter, under the Documents filter.
Right-click on the table heading and select Date & Time Modified - this will show the exact time the document was saved. If this does not match the time you actually saved it, then it did not save. Try saving it again via the Smokeball ribbon.
Important Notes
- Using Ctrl+S to save the document does not guarantee the document will be saved to your matter.Â
- We highly recommend you save documents frequently, as Word's Autosaving functionality doesn't apply to documents linked to a matter.