Version 9.6 Release Notes

Version 9.6 of the Smokeball Desktop App contains the following refinements:

Ability to edit and delete Safe Custody documents and packets

We have enhanced the Safe Custody functionality to make it more flexible to manage records for contacts.

• You can now edit packet and document details, including External Reference, Contact assigned, Storage Location, and Notes.
  
• You can also delete documents by right-clicking and selecting Delete.
  
• All edits and deletions require users to specify the reason for the change, which can be tracked in the Change History.
  
• An additional Firm Packet Reference and Firm Document Reference field has been added to the Safe Custody feature. These fields support alphanumeric input and are intended to be secondary reference fields alongside the current External Ref field.
  • If you would like to hide these new fields, you can do so in Safe Custody Settings.
    

Improvements to the Reports selection drop-down menu

The dropdown menu used to select a report has received the following upgrades:

• A search bar to find reports based on keywords
• Distinction between Standard and Custom reports
  • Custom reports (if your firm has them) will be featured first
• Report titles are now displayed in alphabetical order

Precedent automation fields for Branch Office data

Information on multiple office locations entered in Firm Details will now automatically flow through to Precedent automation fields in Word.

If you have indicated a Branch Office in the Matter info section of a matter, the branch details will populate in all documents that are generated within that matter.

Improvements to the displaying of Matter Descriptions

To make it easier to tell the difference between multiple matters with the same client, matter descriptions will now appear when listed in the following areas of Smokeball:

• The following Widgets:
  • My Recently Viewed
  • Tagged Matters
  • Assigned Matters
• The Recently Viewed section on the bottom-left of the Matter List
• The Save to Smokeball matter selection window
• Matters listed in time, fee, and cost recovery entries within the Time & Cost Recoveries tab

Notable bug fixes

• Addressed an issue where users could set two branch offices as Primary.
• Addressed a bug which prevented users from saving/closing documents that had been initially opened from OneDrive.