We are brand new to smokeball and have a question.
When we copy a document to another matter - if changes are made within the new document, the changes are saved back to the original matter’s document it was created from. This is obviously problematic for data integrity. How can i avoid this occurring? Thanks
Best answer by Sara Sultan
Hello Victoria,
How are you copying from one matter to another? If you are saving the document locally and then importing to another matter, you can have data integrity issues. Similarly opening the document and trying to save it to another matter will cause issues. To copy to another matter you should always right click on the document you want to copy and choose the copy to another matter option.
+1Hello Victoria,
How are you copying from one matter to another? If you are saving the document locally and then importing to another matter, you can have data integrity issues. Similarly opening the document and trying to save it to another matter will cause issues. To copy to another matter you should always right click on the document you want to copy and choose the copy to another matter option.
Thanks for your response Sara,
Sorry, I should have been more specific. I either right click “copy” and send to another matter, or right click “duplicate” then right click the duplicate doc and “move to another matter”. I encountered these issues either way.
It turns out that there is something wrong with my SB - my colleagues aren’t experiencing the same. Support are onto it. I’m hoping that they come back to me today.
+1Best of luck with support. Thank you for updating this thread in the Community!
I’ve told Smokeball about this issue so many times, and they still can’t fix it. At this point, I don’t know if they’re incompetent or just don’t care. Every time I try to copy folders from one matter to another, it either stalls or says it’s completed—but the folders never actually show up. I keep reporting this, and they keep telling me it’s fixed, yet the problem persists. It’s beyond frustrating, and I’m seriously considering switching to another case management software.
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