Create a matter from a PDF attachment in Outlook

Available on Smokeball Grow and Prosper+

To create a matter from a PDF attachment in Outlook, follow these steps:

  1. Open the relevant email with the attachment.
  2. Select the dropdown arrow from the file icon.
  3. Select Create new matter.

This action will then open the Create a matter window in the Smokeball desktop app. Once the matter is created, the attachment will be assigned to the matter's documents section and the email will be assigned to the matter in Outlook.

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