Your matter will have a property and/or parenting tab to access the relevant FP features, depending on your matter type.
Go to Smokeball
Open a lead or matter
Go to the Parenting or Property tab and click on it.
Please note: You will not be able to see the Documents menu item in the FamilyProperty left hand menu as there is now a ‘Samrt Forms’ button in Smokeball that you click on to generate a FamilyProperty button.
Have additional questions?
Contact our friendly Client Support team to help resolve your enquiry.