Create Letters for Multiple Recipients

Smokeball makes it easy to send letters to multiple recipients all at once.

Some templates created by Smokeball will already be set up for this feature.

If you have any proprietary templates that need to be sent to multiple recipients, be sure to use this feature to save time and improve firm efficiency.

How To Create Multiple Letters For Multiple Recipients

How To Create a Single Letter with Multiple Recipients

Configure Templates to Send to Multiple Recipients

Create Letters for Multiple Recipients

Blank Letter is already configured to be able to send to multiple recipients.

• Select Blank Letter and multiple parties to send your letter to and create "x" documents.
• Note: If a party exists multiple times in the matter, the additional selection will not be able to be deselected preventing duplicate work.

When creating a Form or Template, follow the same steps.

• The template will open in Word. The Smokeball ribbon will be updated to show you are generating multiple documents.
  • Edit the document for the first recipient and select "save & next" to save your file to start drafting the document for the next recipient.

If the template has any Asks (pop up questions), you can choose to apply the answer to all generated documents.

All files will be saved directly in Smokeball.

Follow the steps for each recipient selected. If you want to stop generating the files, select Close & Cancel in the Smokeball Word ribbon. 

 Create a Single Letter with Multiple Recipients

Smokeball has the ability to generate a single document containing multiple letter recipients and and even allows the user to chooser whether to group recipients who reside at the same address together or not.

When generating a blank letter (or a precedent letter where multiple recipients apply), if you select more than one recipient:

1. A Layout options will appear in the bottom-left
2. If two or more of the selected recipients reside at the same address, an option will appear in the bottom right-panel for ‘Merge people residing at the same address’.
3. A quick guide link is visible to help with how the feature works

Note: If a party exists multiple times in the matter, the additional selection will not be able to be deselected preventing duplicate work.

Blank Letterhead Window:

Precedent Letter Window:

Configure Templates to Send to Multiple Recipients

To configure any proprietary Forms & Templates to send to multiple recipients, select a Document Container and parties to use for the template.

If creating templates is new to your firm, learn more about how to create a template in Smokeball.

When generating the document, you will still be prompted to select from the parties you selected.