Organise files and documents in a matter

Keeping track of the numerous documents, files, and attachments associated with a matter is a day-to-day challenge for any law firm. Smokeball solves this problem by providing an easy-to-navigate interface for your files at the bottom of each matter. 

Navigate your files

Use the filters at the top of the Documents section to sort through them quickly:

• Favourites show all files marked as favourites. To add a file to favourites, hover over the file and select the star icon next to it.
  
• Documents show all document files, such as Word docs and PDFs.
• Messages shows all files shared via the Client Portal, Smokeball’s secure messaging system.
• Emails show any email correspondence around the matter.
• InfoTrack shows all files related to InfoTrack searches.

Create folders to organise files

Right-click any blank space on the documents section to create a new folder. You can also press Ctrl+Shift+N on your keyboard.

Search for a file

The search bar allows you to search for keywords that can be located in a file’s title and its contents.

Customise the files list

• Column width: Adjust the width of the file list column by clicking and dragging the heading border with your mouse cursor.
  
• Add or Remove columns: Right-click on the grey table header to add or remove columns.

• View filters: You can also toggle between a folder view and an all-files view by selecting the folder or bullet list icon.
  
  
• File Preview: Use the eye icon to preview an individual file.
  
  
• Column Sorting: Click on a column header to sort files by alphabetical order, date, file size, and more.
  • Note: Folders will always appear before individual files.

Pop out the Documents window

If you have a large number of files and find the file pane too small, you can open your documents in a separate window by selecting the Pop out File Explorer icon:

This will launch a new File Explorer window, making it easier to browse and manage your folders.

You can easily access additional details in this view, including Recent Documents, Document History, Document Access, and more.

Use right-click to access file actions

One of the best practices in Smokeball is "right click is your best friend."

If you right-click any document in Smokeball, you will find a variety of options available for file management, such as Create a multiple file pdf, Link to Task, Send via Email or Client Portal and more.

All right-click options are intuitive and can also be executed using hotkeys. 

Did You Know

You can right-click on any file or folder in the Documents section and select Show history of all files for a comprehensive overview of when files are added, modified, etc.