Version 9.10 Release Notes

Version 9.10 of Smokeball includes the following new features and bug fixes. Read on to learn more.

New Feature

Custom letterheads/document containers for Branch Offices (Smokeball Prosper+ only)

You can now create a custom letterhead or document container for each branch office under your firm.

Document containers customised for branch offices enable each branch office to apply its own letterhead, logo and formatting. 

To create a new document container for a branch office:

1. Set up your branch office/s in Firm Details.
2. Navigate to the Document Containers tab in Smokeball Settings.
3. Right-click on a document container and select Customise for Branch Offices...
4. Select the branches you wish to apply this container to, under the Branch offices drop-down menu.
5. Select whether you would like to use a blank document, duplicate the original container or browse your computer to select a document to upload.
   
6. Select Create.
7. The new container will now open in Microsoft Word. Make your changes and select Save & Close once done. Learn more about creating your document container.

To change a branch for an existing customised document container, right-click on the container and select Properties. Then select the relevant branches and Save.

How branch office document containers work in a matter

When generating a document, Smokeball checks if the matter has an office location assigned to it.

If a branch is assigned, the branch container will be used, if one exists.

If there isn't a branch container or no branch is assigned to the matter at all, the original firm default container will be used.

Refinements

Changes to automatic assignment of Matter Fee Earner on leads and matters

We have updated the way Smokeball assigns the Matter Fee Earner for new leads and matters.

• If your firm has only one staff member, that person will automatically be set as Matter Fee Earner.
• If your firm has multiple staff members, Matter Fee Earner will be left blank by default, to be assigned manually.

Notable Bug Fixes

• Resolved an issue where decimals registered as hyperlinks in the Details field of Tasks.
• Fixed an issue where selecting an email in the Emails tab of a matter did not work properly.