One of the most powerful features of Smokeball in saving time and ensuring accuracy of any documents created is document automation.
Besides Forms & Templates, Smokeball can help quickly set up Blank Letter and Blank Caption by selecting the buttons from the Matter Action Bar.
Creating a Blank Letter
- Select Blank Letter from the Matter Action bar
- Select which Document Container to use, the recipient(s), and create.
* You can also select specific contacts from Firm / Business / Organization's that you've added to Smokeball.
- A letter will be generated from your letterhead uploaded to Document container. Save & Close from the Smokeball ribbon.
Creating a Blank Caption
- Select Caption from the Matter Action Bar
- Select which Document Container to use and select Create.
- A court caption will be generated from the default "Form" Document Container. Save & Close from the Smokeball ribbon.
Did You Know
- Whenever creating a document, make sure you use the Smokeball Word ribbon to ensure the document always is saved to an appropriate matter.