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Is the ADD LINK option in the Send Message to: window meant to be used by us to manually insert a link to a URL external to Smokeball, or how is it meant to be used?

Hello Marianne,

That is exactly what it is meant to do.  You can include a hyperlink to an external website using that option.


Hi Smokeball Team, Can you please explain a bit more?


Sure!  Depending on the area of law, some firms will use some of our Partners through the Marketplace.  For instance, our Family Property integration allows your clients to fill in information in balance sheets and parenting questionnaires.  You can send the link for the balance sheets and questionnaires via our Link option in Messages.  

 

Also for when you want to collaborate on a document with a client, you can send a link to a Google Doc, SharePoint, DropBox etc. for them to have read/write access as our Portal is currently read only.


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