File Management

Available on Smokeball Grow and Prosper+

Manage Files in Smokeball

Smokeball's File Management System gives you a real-time understanding of file availability status, whether you are importing many files or accessing existing files within a matter. 

  • When files have been added to a matter, you will see a success message confirming that all files have been queued for import.
  • You can check the status of imported files by selecting the Uploads, Downloads, & Exports link in a matter. Learn more about importing files into Smokeball.

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  • Once uploaded, all files will have icons displayed next to their name and the option to view their size.
  • The below image includes folder names that explain what each icon means.
  • The icons are meant to help you understand each file's status and make files available for local access when not connected to the internet.
  • Hover your mouse over any icon to get details on the file's status.

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Troubleshoot File Upload Errors

If files are unable to upload into Smokeball or if there is an error, you will receive an error message in the Uploads, Downloads, & Exports section. 

  • By selecting Click here to view, you can choose to retry individual files, retry all, or clear the files from the upload queue. blobid2.png
  • Cancel an upload at any time by selecting the x icon next to the files in the Uploads, Downloads, & Exports Screen.
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  • Any files unable to upload will be saved in a Conflicts folder within a matter for review. blobid4.png

Download files from a matter

  • Right-click and select download to make any file available locally on your computer. 
  • You can select multiple files to download by holding the shift key or the control key.

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View files shared via Communicate

Communicate is Smokeball's secure messaging and file sharing feature.

See which files have been shared through Communicate and customize your columns by right-clicking on the grey headers. 

  • Note: It is considered best practice to send large files to your clients or third parties using Communicate.  
  • Files shared with communicate will have an orange chat bubble in the Shared column.

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View file history

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Check the status of files downloaded from Smokeball

  • The status of Uploads, Downloads, & Exports can also be accessed from the top right of Smokeball's Home Screen.

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Pop out the Documents window

As of Version 9.3 of Smokeball, you have the option to create a pop out window that will allow you to navigate and manage your folders more easily.

FAQ

Q: Is there a way to backup my matter files in Smokeball?

A: Contact our support team for assistance in backing up matter files. 

Did You Know

  • Smokeball's file management supports hotkeys. Right-click on any document to see some of the hotkeys available.

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  • When files are moved successfully, you will receive a confirmation message.

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  • If you add a very large file, you will receive the Queuing files and folders status message. 
    • Note: Your file's availability to all other users in your firm may be delayed if your internet upload speed is slow.blobid11.png

 

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