Smokeball's integration in Word is one of the most important features you'll be using in Smokeball. You will be working back and forth between Smokeball and Word daily so keep both programs open.
Generating documents from templates in the Form & Template Library in Word will save time and ensure accuracy of every document drafted.
There are some additional helpful Word features and best practice when using Smokeball and Word.
The first difference you will notice is Smokeball has a ribbon and toolbar in Word. This article walks through the basics of maximizing Smokeball's integration with Word.
Save to Smokeball and Create a Template from Word
Smokeball Ribbon
|
Save & Close Options
|
|
| Communicate Message |
Send your file securely using Smokeball's Communicate Feature. Communicate is used to securely message and share files with any client or third party. Communicate also has an internal chat feature. Learn more about Communicate.
|
|
Email the document as a Word or PDF attachment through Smokeball's integration with Outlook. There is also an option to send a Word document as "body text" which is commonly used for email templates. Learn more about Smokeball's Outlook integration and Email templates.
|
|
| Sign |
Sign can be used to add in electronic esignatures with InfoTrack's DocuSign integration (SignIT). However, there are some best practices to consider when using InfoTrack.
InfoTrack has a variety of services that directly integrate with Smokeball like e-filing, business formation, and much more. Learn more about InfoTrack and DocuSign.
|
| Close |
Select "close" when you do not want to save a document or to simply close out of Word. This keeps the Smokeball integration active and will save you time re-opening Word every time you generate a document. |
Smokeball Toolbar
- Select to expand the toolbar and access matter detail
- You can click any field to open the matter details
- You'll see some additional options at the bottom of the toolbar including Replace References
Save a document to Smokeball when creating a document outside of Smokeball
- (1) Save to Smokeball: Save document to a matter, Create a Template to use in Smokeball, or Close and do not save the document
- (2) Click to open and browse open matters to save document to
Smokeball Envelopes
Use the Smokeball envelopes button to create labels for envelopes
