Default Document Folders

Document folders can help you organise and store documents within your matters. Matter Configuration allows you create matter-specific default document folders that will automatically appear in the files area in any matter.

To create Default Folders:

  1. Navigate to Smokeball Settings then select Matter Configuration. 
  2. Double-click on the matter configuration that you want to add default folders for, or Add New to if you are creating a new matter configuration.
  3. Select the Default Document Folders tab. 
  4. Select Add a folder and enter the folder name, then select Create.
  5. Create a sub-folder under an existing folder by right-clicking on the folder and selecting Add Folder.
  6. Add as many folders and subfolders as you need for this matter type.
  7. Select Save to save your matter configuration.

The default folders and subfolders you set up will automatically appear in the All Files section the next time you create a new matter of this type.
 

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