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One of the quickest ways to find anything in Smokeball is to utilize the Search function located at the top right of the Smokeball Home Screen. You can search for Matters, Contacts, and Document results. Matters can be searched by name, property details, or PIN number, and searches will also return text results within documents and emails.
How to Search:
- On the Smokeball Home Screen, click the search bar in the top right corner and enter your query.
2. Smokeball searches for matters. Click the additional tabs to see contacts and documents. Note: Smokeball not only is searching documents, but other information put in Smokeball including emails, memos, OCR'd PDF's, etc.
Did you know…
- You can add advanced options to refine your search to limit options when searching the documents tab
- You can run searches in individual matters by selecting the icon next to the Documents & Email section.