We are an estate planning firm and we often come up with very specific clauses that we may want to use in the future. One idea that I have had is to create a form folder in SB and put the clauses there to pull in as needed. Does anybody else have another idea?
I know that some like to use Quickparts in Word - but so far as I can find, there is no way to create a common place for those clauses.
Best answer by Sara Sultan
Hello Del,
I am so happy to see that you brought this up! We have talked about trying to develop a way to accomplish this in Smokeball. Our Product team would love to hear everyone else’s feedback on this as well.
+1Hello Del,
I am so happy to see that you brought this up! We have talked about trying to develop a way to accomplish this in Smokeball. Our Product team would love to hear everyone else’s feedback on this as well.
Sara -
I would think as you have a form library, maybe a “clause” library that could be used to insert the clause into the document you are drafting?
There are third party products out there I have looked at in the past - just seems to me to be redundant since we already have the form functionality.
Del
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