Learn how to add Smokeball to your Microsoft Word Online add-ins, allowing you to easily create letters from a matter in Smokeball.
The Word Online Add-in is currently only available for firms on the Smokeball Boost plan. If you are on Smokeball Grow or Prosper+, use the Microsoft Word desktop app to manage your letters.
- Log in to your Microsoft365 account and open a new or existing Word document in Word Online (i.e. Microsoft Word on your web browser).
- SelectĀ Add-ins under theĀ HomeĀ tab.Ā Note: If you cannot see the Add-ins button, click the Ribbon the display options arrow in the bottom-right corner of the menu and then select Classic Ribbon.
- SelectĀ More Add-ins.
- Search forĀ "Smokeball for Word"Ā in theĀ StoreĀ tab and follow the prompts to install the add-in.
- If the add-in does not appear in search results, use this direct link to install it: Smokeball for Word
- If the add-in does not appear in search results, use this direct link to install it: Smokeball for Word
- Once the add-in has been installed successfully, theĀ SmokeballĀ tab will appear in Word Online. SelectĀ Show Details to open the right-hand menu.
- Confirm yourĀ Country and clickĀ Connect to Smokeball.
- A new window will open in your browser. Follow the prompts to log in. You may also be asked to log in to Microsoft to authorize the connection.
- Once you have logged in successfully, theĀ Smokeball for Word toolbar will appear on the right-hand side. This is where matter details will appear when you create a letter from a matter in Smokeball or save a document to a matter through Word Online.
Next Steps
Once you have connected Word Online to Smokeball Boost, you can now save any Word document to a matterĀ orĀ Show DetailsĀ of a matter that this document is saved to.
You can also open any document in your matter in Word Online by selecting the three dots icon over a document and selecting Open on Web.
Any changes made to the document will be saved as a new version in the document details.
You can also create a letter directly from your matter in Smokeball Boost.