Smokeball Updates

Recent Updates

• Matter Type Realignment

Webinars

Previously Recorded

• Open Demo: March 24, 2016
• Open Demo: April 21, 2016
• Email Marketing with Smokeball: April 27, 2016
• Email Marketing for Lawyers: July 9, 2015

Upcoming

• July
• August

Training Resources

Tasks & Workflow

• Tasks
• Task Area
• Workflow
• Daily Digest Pane

Automation & Template Creation

• Template Creation Basics
• Document Containers
• Automation Toolbar
• Field Insertions
• Ask
• If/Then/Else

Organization & Matter Configuration

• Documents & Emails Area
• Versioning & Deleting
• Tagging
• Matter Sorting & Filtering
• Re: Lines
• Default Document Folders

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Search & Reports

• Search
• Reports

Calendar & Events

• Calendar Basics
• Staff & Group Calendars
• Creating New Events

Widgets

• Next Step
• Notes
• Upcoming Events
• Contact Details

Matter Window Action Bar

• Importing Documents, Two Ways
• Scanning
• Blank
• Form/Letter Library
• Email Integration Basics
• Attachments

Matter Details & Contacts

• Matter Details
• Types of Contacts

Basic Navigation & Matter Creation

• Smokeball Matter Window
• New Matter Creation
• File Menu
• Action Bar
• Areas
• Daily Digest Pane

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Release Notes

UPDATES BY DATE

• AUGUST 2016
• JUNE 28, 2016
• JUNE 3, 2016
• OCTOBER 2015
• JULY 2015

Troubleshooting Tips

BEST PRACTICES

• Printing the Closing Statement
• Right-Click is Your Friend
• Making Changes to Account
• Editing Forms and Adding Forms
• Not Receiving the Daily Digest
• Adding Documents

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SMOKEBALL

• Installing Smokeball
• I am having trouble opening Smokeball.
• Another user cannot see changes I made to Smokeball.
• I am not receiving my Smokeball Daily Digest.
• I cannot see my Outlook events in my Smokeball calendar.
• I cannot see my matter.

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ACCOUNT

• I want to change my firm name.
• I want to add a new staff member.
• I need to add a new user.
• I forgot my password/I want to change my password.

WORD

• I cannot open my Word document in Smokeball.
• I want to turn on/off field shading in Word.
• New word documents won't associate with matter.
• I cannot see the Smokeball Word toolbar.

OUTLOOK

• I can't see any Smokeball options when I right-click in Outlook.
• Associated emails are not showing in Smokeball.
• I cannot see the Smokeball application in Outlook.

OTHER

• Clio Integration tips and tricks
• My Smokeball extension in Google Chrome does not work.
• I want to limit/disable Smokeball access on a shared computer.
• Hardware & software requirements for Smokeball.