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Matter Configuration: Default Document Folders
With Smokeball, you can create matter-specific default document folders that will automatically appear in the Documents & Emails area when a new matter is created.
How to Create a Default Document Folder:
- On the DEFAULT DOCUMENT FOLDERS tab, click Add a folder. You can add as many folders as you would like.
Did you know...
- You can create sub-folders by creating the folder and dragging under the appropriate folder
- You can create nested default matter-specific folders by right-clicking the source folder and clicking Add folder