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Calendar Events and Automation

  • 19 May 2023
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Is there a way for a calendar event such as a court date to be automatically inserted into a document?

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Best answer by Sara Sultan 22 May 2023, 20:43

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Hello Joe,

The answer is sometimes.  If the calendar event is on a layout in Smokeball, then yes, we can pull in on documents for automation.  If this is a manually created event that does not live on a layout, then we cannot.  I have included some screenshots of what I mean when I say “layout”

 

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