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Turn letter into a precedent

  • 8 June 2023
  • 1 reply
  • 43 views
Smokeball Anonymous
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Userlevel 1

Hello,

I have created a letter/document in a client matter - is there a way to create/turn this into a precedent without saving it to my desktop/hard drive?

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Best answer by Kalina 9 June 2023, 09:01

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Kalina
Rank
Userlevel 3

Hi @Smokeball Anonymous,

You turn the document (which is saved in the matter) into a precedent from the Smokeball toolbar.

  1. Click the Precedent button in the Smokeball Toolbar, which opens the precedent library.

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  2. Click Add a precedent

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  3. Choose the Use the currently open document option.

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  4. Complete the remaining fields and select Create.

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