Skip to main content

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?

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.

    •  

  2. Click Add a precedent

    •  

  3. Choose the Use the currently open document option.

    •  

  4. Complete the remaining fields and select Create.

Reply


Terms & Conditions