Print a witness list

Available on Smokeball Grow and Prosper+

While it is not possible to directly print out a witness list from Smokeball, you can generate a printable table of your matter’s witnesses in Word with document automation. Follow these steps:

  1. Make sure you have completed the Witnesses field under Matter Details. You will need to enter at least one witness in this field.
  2. Select the Forms & Templates button and then select Add a Form/Letter.
  3. Choose Create from a blank document, enter a file name, and then select Create.
  4. Once Microsoft Word is open, select Insert and then select Table.
    • Highlight one row in orange and three, five, or seven columns then click on your selection.
      • Three Columns will display NAME/ADDRESS/PHONE/EMAIL.
      • Five columns will display NAME/ADDRESS/PHONE/EMAIL/TESTIMONY
      • Seven columns will display NAME/ADDRESS/PHONE/EMAIL/TESTIMONY/NOTES
    • Alternatively, you can select Insert Table below the grid and then use the pop-up window, input the number of rows and columns, and then select OK.
  5. Place your mouse cursor in the first cell of the table.
  6. Select the Automate tab and then select Field on the Smokeball toolbar.
  7. Click on the arrow next to Witnesses to expand your options.
  8. Select Table of Witnesses (Seven Columns).
  9. The field will now be entered into your table cell as <<Witnesses/Table of Witnesses (Seven Columns)>>.
  10. Toggle Show Values in the Smokeball toolbar to view the data you previously entered into the matter, including name, address, testimony, and notes. Note: The Table of Witnesses field will not display values unless your mouse cursor is placed in the first cell of the table you inserted on Steps 4 and 5.
  11. Select File and then select Print to print out the table of witnesses.
    • Optional: You can also select Save & Close from the Smokeball ribbon to save a copy of the witness table back to your matter.

 

Did You Know

  • These steps can be applied to creating a printable table in any other matter type with a Witness field under matter details.

  • Use a shortcut to apply a witness list template created in one area of law to other areas of law with a witness layout.
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