Re-use a document in multiple matters

Using the same document across different matters is easy. Follow these steps to ensure that Smokeball tracks time and saves changes to the document on the correct matter. 

  1. Right-click on the document in the original matter and select Copy to > Another matter. blobid0.png
  2. Select the destination matter you wish to copy the file to and then select the Copy button. 
    • You can also use the blue change... link to specify which folder the document will be saved to in the destination matter. blobid1.png
  3. The document will now be available in the files section of the destination matter. blobid2.png
  4. Edit the document from the destination matter to make sure that time is accurately tracked and that any changes you make to the document are saved to the correct matter. 
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