List of automation fields which require tables

Available on Smokeball Grow and Prosper+

Some automation fields available to you in Smokeball will display information in a table (e.g., a witness list). It is not possible to directly print out these tables from Smokeball itself; however, you can create printable Word documents with this information. Note: This type of automation is available only in Word documents, not PDFs.

In addition, these fields require the use of the table feature in Word to populate correctly in your document. This article is a directory to all the automation fields with this requirement, but you can review this related article to learn how to insert these types of automation fields into a document.

These fields correspond to what is available in the Smokeball toolbar in Microsoft Word. Fields under a sub-directory are indicated with “>”, e.g. Service List > Case Details > Court Information.

Court Caption

  • Caption – Table
    • Note: The table must have one row and three columns.

Billing

  • Fees Table List – Subject and Amount
    • Note: The table must have one row and two columns.
  • Fees Table List – Date and Subject Amount
    • Note: The table must have one row and three columns.
  • Expenses Table List – Subject and Amount
    • Note: The table must have one row and two columns.
  • Expenses Table List – Date Subject and Amount
    • Note: The table must have one row and three columns.

 

Service List > Case Details

  • Service List – Two Columns
    • Note: You can also make this a three-column table if you wish for the first column to just show “To:”.

Service List > Case Details > Court Information

  • Service List

Witness Tables (only available on litigation matters)

  • Table of Witnesses – Seven Columns
    • Column 1 will display Name; Column 3 displays Address/Phone/Email; Column 5 displays Testimony; Column 7 displays Notes.
    • Note: You also have the option of making this a three- or five-column table; however, this means the Notes and/or Testimony will not populate..
  • Table of Witnesses (Seven Columns – First Name, Last Name)

Real Estate Closing Statement

Personal Injury Settlement Statement > Plaintiff > Medicals & Settlement Details

 

 

 

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