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Is there a way to narrow a search within a matter to just one type of document.  For example, can I just search for PDFs or Word documents saved in a matter?

When I try to attach a file from Smokeball to an email, it won’t let me attach it.  Anyone know what the issue might be?

Good morning. I am a newbie to Smokeball and like it so far. But I have just created a few forms and have found only one. The other two are missing. Is there a way to search for forms? I feel so stupid. :(

I do not see the Smokeball bar in my Outlook screen.  If I send an email I see Smokeball and can profile the email.  I have checked my settings and everything looks right.  Any suggestions?Thanks,Terry

Has anyone had issues with clients who use Hotmail not being able to respond to emails? We have noticed a trend with Hotmail users receiving bounce-backs when attempting to simply respond to an email, even after being added to safe-sender list in Outlook. We were wondering if it may be a Smokeball/Hotmail compatibility issue.

I settled a case last month. Now the case events (like the trial date and the case scheduling deadlines) are distracting and can cause confusion about my schedule. The case remains active as we finalize various tasks before entry of final orders, so I don’t want to close and archive the file.What’s the best practice for events on the calendar that appear to show I’m busy for a week when I am really free that week? I could delete - but that seems wrong. I could go through and note “cancel”, but that’s work.What’s the best practice for all of the items on my to-do list? I could mark “complete” but that seems wrong.

How do you attach an email received to two matters?

Hi, so not every message gets related to a case and sometimes one person will call over and over again. So I’m not constantly sending the same phone message again is there a way I can see what I have already sent before?

We just migrated to Smokeball.  How do I invoice a client for a past due balance? Thanks,TBrown

Is there a way to share the payment plan info with the client? So they can see how many payments they have made/are remaining?

When I add documents such as a file note template to the document container and they are categorised as ‘other’, is there a way to access these documents in every matter like how you can access letter templates under ‘letter/fax’ in an open matter? Or do they need to be categorised as a letter to be accessed easily from the letter/fax button. 

some setting has changed and smokeball is now blocking downloads using the extension. 

Since we can save files directly to matters in smokeball, we have no longer been saving them to the computer drive. So, my question is if we need to upload a file to a website (like Chart swap) is there an easier way to do that rather than saving it to the computer to upload from there? It does not let us drag to files to upload either and the only export option I can find is to export to the computer drive.

I am trying to do a Balance Sheet using the SB precedent and there is no where to type my information.  The picture below shows how I am opening the document and there is no where to type in the assets etc, however, if i hit the little backwards P thingy i get fields to type assets etc into but when i type in them then turn the little P thingy off the data i entered disappears.  

If an attorney decides to change timekeeper rates after numerous entries have already been entered, is there a way to change the rates without having to go into each entry?

I have created dozens of documents and automated them. Recently I have a weird issue.I created an automated word document. The automation works fine. However, this particular document when I hit save and close it does not save to the matter. it saves to a temp file. This is the only file that does it and I am not sure why. If I hit save as it shows document and when I save it saves to the matter. Most of the time I just open the document and make whatever tweaks I need then hit save and close.Any ideas?

When opening a form/template is there a way to make these documents auto save as opposed to having to save everytime? Thanks

Am I able to customize the calendar views such that the “Week” view (includes all seven days) would be oriented vertically like the “Work Week” (includes M-F) rather than horizontally? 

Hi All,I am developing a precedent for my own use in conveyancing matter. I am at a point trying to list out the fees we need at settlement. So I try to use the following field<<Settlement Financials/Amounts Required to Settle Table List (2 columns)»It seems this field is not working and it happens to all the table list fields. Can anyone share how to make it work?Thank you.

Thanks to SB for the Rate Sets feature.  Creating and applying differing rate sets to our various corporate and institutional clients has been a real time saver!  Love this feature.Um, that said, I’d like to tweak the names I eagerly assigned to our rate sets when this feature first rolled out.Can I amend the existing rate set name and save it without impacting the countless time entries and matters that are already tied to the old rate set name?  Or is the name locked-in?Thanks.

Is anyone using the Companion App on an iPad? How well does it work? What are the pros/cons? How well does moving files into and out of Smokeball work with the app on an iPad?

Is there a way to quickly save attachments sent to us from another firm who also uses smokeball and has sent 38 attachments via messages (previously  known as communicate) I have had to go and download each item individually and save it. It does not automatically save the documents. 

We work on other attorney’s files as off counsel sometimes. We need to use their letterhead for that Purpose. Is it possible to color code different matters when we are working of counsel for various attorneys that do not have access to smokeball. This would help us identify which attorney we are working with and which letter head to use quicker. It would prevent mistakes. 

Is there a way to add a trial or hearing date to an estate litigation matter? I don’t see an option in my “Matter Details” for several estate litigation matters that I have. 

Apologies if this has already been asked, but for how long does a downloaded file stay downloaded in my Smokeball desktop app? I have noticed that a document I am working on is downloaded (goes from blue cloud to green cloud), but then later it is re-uploaded to the cloud and must be re-downloaded.  This then begs the question, how many documents can I have downloaded into the Smokeball app, such that I can work on them when the internet goes out or so I can prepare my file to work on it in a location without internet, such as a rural courthouse?