Managing Matters
Documents
- Smokeball Word Features
- Importing Documents into a Matter
- How do I add a Christmas Message to Letters
- Import Files into a Matter
- Document Preview
- Document Favourites
Matters
- Updating previously saved documents
- Matter Timeline
- Set default sent from email
- Phone Messages
- New Matter
- Duplicate Matter
Calendar
Activity Intelligence
Tasks
Contacts
- Safe Custody
- How to mark a party as Deceased
- Export Contact List
- Enter a Trustee or Executor as a Contact
- Create an Email Marketing Campaign
- Contact Tags