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.
- Right-click on the document in the original matter and select Copy to > Another matter.
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.
- The document will now be available in the files section of the destination matter.
- 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.