Version 10.1 of the Smokeball Desktop App contains the following new features and refinements.
Version 10.1 is currently undergoing beta testing.
New features
Improved Matter Permissions
We have updated the Permissions section within matters in the Smokeball Desktop App and introduced a way to configure Matter Permissions in the Smokeball Web App.
Changes made in the Desktop App will also apply to the Web App, and vice versa.
Changes to Matter Permissions in the Smokeball Desktop App
The Matter Settings > Permissions tab now displays a list of staff and a Select all option by default, instead of splitting these options.
In addition, you can now Restrict users created after today from accessing this matter. Check this option to prevent new staff from being able to access this matter by default.
New Matter Permissions Setting in the Smokeball Web App
You can now set Matter Permissions from within the Smokeball Web App, by selecting Manage access in the top-right corner of the matter.
You can set up the permissions on this matter in one of two ways:
Open: Everyone in your firm can access this matter.
Restricted: No one in your firm can access this matter, except for users you have selected.
Refer to the expected behaviour of each configuration below:
Open with Restrict users created after today.. toggled Off: This means all users (existing and future) can access the matter.
Open with Restrict users created after today.. toggled On: This means all existing users can access the matter. Users added to your firm after this date cannot access the matter by default.
- Restricted with Restrict users created after today.. toggled Off: This means the following users can access the matter:
- Staff with roles on the matter (e.g. Supervisor, Attorney Responsible, Attorney Assisting) and;
- Any users selected from the Staff with access drop-down menu, and;
- Users added to your firm after today.
Choose this configuration if you would like to restrict some existing staff from accessing the matter.
In this example, only "Amanda Knoxville", "Jesse James" and "Kevin Weeks" can access this matter today. If new staff members join after today, they can also access this matter.
- Restricted with Restrict users created after today.. toggled On: This means the following users can access the matter:
- Staff with roles on the matter (e.g. Supervisor, Attorney Responsible, Attorney Assisting) and;
Any users selected from the Staff with access drop-down menu.
In this example, only "Josh Testoe" can access this matter today and in the future.
Refinements
"Email as PDF" option for attachments when using New Outlook
If your firm is using New Outlook, right-clicking on one or more Word documents in the Documents List of a matter will now allow you to send these documents as PDF/s.
Note: The PDF is not saved back to the matter - it only exists as an attachment to the email.