Documents

Whilst you are in any tab in FamilyProperty, you will be able to easily navigate through the attachments using the Attachments explorer in the left-hand menu. Once you select a document, if your document is a PDF, it will open up in a new browser so that you can continue to work within your tab (e.g

Use the ‘Smart Forms’ button on the Parenting or Property tab to access the list of FamilyProperty documents and smart forms that can be generated. Instructions 1. Go to Smokeball. 2. Click on the Parenting or Property tab (as applicable). 3. Click on ‘Smart Forms’. 4. Select the document or sm

1. Go to your Smokeball matter. Go to the Questionnaire or Parenting/Property tab. 2. When you are using the FamilyProperty upload function, you will get an option to upload files from your Smokeball matter. 3. Click 'Select file from matter'. 4. Click ‘show emails’ - this will show all doc

1. Go to your Smokeball matter. Click on the Property tab. 2. Go to Attachments 3. Click on Export. 4. Click on Smokeball matter. Any documents in the attachments section will sync to the Smokeball documents list in a FamilyProperty folder. 5. If you attach any future documents to FamilyProperty