Automate a Document with Fields and Asks

Insert a Field

1. Click on the desired location in the document.
2. Double click the appropriate field from the Smokeball toolbar.
   • In the example below, you will see the field appear as "<<Client/Full Name(s) (All Parties)>>” if you select Show fields in the Smokeball Toolbar. Selecting Show values will display the full name of the client as entered into matter details. 
   • Learn more about Field Insertions.

Insert an Ask

1. Create the Ask. 
2. Click on the location of the document where you want to insert the Ask and then double-click the Ask from the Smokeball toolbar to insert it. 

• Select Show values at any time to test your document in real time and see information inserted. 
  • If you want to test your Asks, select Run questions for this form.

Once any Field (or Ask) has been inserted, you can change the format: 

1. Click on the field (do not select the field).
2. Select the format from the options provided in the Smokeball toolbar. 
3. Select the Apply format button. 
   • Learn more about formatting fields.

• Remember to Save & Close your template. The template will be ready to use in the Forms & Templates Library.

Did You Know

• You can automate some templates faster using Document Containers.

• Smokeball will automate publicly available Court and Authority forms. Submit additional forms (in batches of 10) with a website URL to your Account Manager, and our team will add them to the library.