Automation: Field Insertions Best Practices
Field Insertions allow you to insert data directly from Smokeball Matter Details into your templates. The best way to practice and get used to finding the appropriate field is to automate documents. Here are some common fields that are used.
Initiating Party vs. Responding Party
Rather than have two separate documents depending on whether you represent the initiating or responding party. Use the "Initiating Party" or "Responding Party" fields to simplify to one form.
Finding the Case Number
Finding Current Dates like "Document Creation Date," "Today," or "Current Year"