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  1. Smokeball Support Hub
  2. Managing Matters

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
See all 18 articles

Matters

  • Updating previously saved documents
  • Matter Timeline
  • Set default sent from email
  • Phone Messages
  • New Matter
  • Duplicate Matter
See all 24 articles

Calendar

  • Upcoming Events
  • Create Calendar Events
  • Create a Group Calendar
  • Calendar View

Activity Intelligence

  • AI Duration
  • Add an Activity
  • Print or Export Activity Intelligence
  • Activity Intelligence AI View
  • Activity Intelligence
  • Activity

Tasks

  • Tasks - Advanced View
  • 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
See all 13 articles

Leads

  • Lead Management
  • Creating a Lead
  • Convert a Lead to a Matter
  • Working in a Lead

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