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Therese Aroyan
Nov 09, 2022
In General information
The new integration (V2) has been implemented for lawyer matter types in Smokeball. If you are a firm that uses Smokeball lawyer matters and mediator matters, you will have access to: 1. The new integration for your lawyer matters (V2); and 2. The original integration (V1) will continue to work for your mediation. The enhanced integration (V2) for mediation matter types is going to be undertaken shortly. Lawyer matter types The new integration (V2) has been implemented for lawyer matter types in Smokeball. If you are a firm that uses Smokeball lawyer matters only, you will see the following features on your matters: Questionnaire button; and Parenting and/or Property tabs Mediation matter types You will continue to access to the original (V1) integration on your mediation matter types. You can access the integration using the original FamilyProperty button.
What features are available if I use lawyer and mediation matter types in Smokeball?
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Therese Aroyan
Oct 27, 2022
In Dashboard and Balance Sheet
We have improved the way that Versions works. Namely, When you save a version of the balance sheet, you will now remain in that version until you save a new version. Changes/Enhancements 1. When you save a version of the balance sheet, you will now remain in that version until you save a new version. 2. The versions will continue to have a shareable link icon next to the heading that you can use to quickly share that version with your client. 3. If you share the version with your client, they will now see the version name as the title of the balance sheet. 4. If any changes have been made to a version, the system will indicate the date and time it was last updated. 5. You have the following options in your new ‘Versions’ tab: - Save: the system is auto saving your version, however, you also now have the option of clicking ‘Save’. - Save new version (saves a new version of the balance sheet) - Save blank version (this will save a blank version of the balance sheet). - Manage Version (use this option to rename, get a shareable link, or delete the version). Versions will continue to have the option of opening in a new tab. How is this different to the old Version feature? When you used to save a version, this saved at that point in time. If any further changes were made, the system reverted you back to the working balance sheet. You will now remain in your saved version until you choose to save a new version of the balance sheet. A red star used to appear next to any version that had been updated by the client. This has been replaced by a date and time the version was last updated.
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Therese Aroyan
Oct 27, 2022
In Enhancement releases
We have enhanced existing features, introduced new features and fixed some bugs as follows. There is further information on each feature and instructions in the attached PDF. FCFCOA Balance Sheet Form - We have added an updated version of the FCFCOA Balance Sheet. Disclosure: inviting your client - We have made changes to the left hand menu to provide more clarity on how to invite your client to the Client Portal and review the Client Portal. Disclosure : inviting the other party - We have made changes to the left hand menu to provide more clarity on how to invite the other side to the Disclosure Portal. Balance Sheet tabs: Party & Neutral Balance Sheet - We have added three new tabs to the balance sheet to help you access your balance sheet functions quickly and more easily (Versions, Calculations, and Actions). Balance Sheet: new pencil icon (edit title and notes) - When you save a new version, a pencil (edit) icon will appear next to the name so that you can easily rename or edit the notes about this particular version. Versions: Party Balance Sheet - We have improved the way that Versions works, namely, that when you save a version of the balance sheet, you will now remain in that version until you save a new version. Bug fix: Mediation Matters - Navigating to Party B fix Big fix: File number - You will now not have to enter a file number when creating a new matter if you set this to ‘No - A file number is not required’ (this option hides the file number field) & You will now have to enter a file number when creating a matter when you set the setting to 'Yes - A file number is required’ (this option hides the file number field). This bug allowed matters to be created without a file number.
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Therese Aroyan
Oct 17, 2022
In 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. balance sheet) ,and review the document at the same time. 1. Whilst in your tab, expand your left-hand menu. Click on the expand button on the left-hand side of 'Attachments'. 2. The attachments will expand out to the attachments explorer. Click on All attachments or click on the relevant section. 3. Click on the document. If the document is a PDF document, it will open up in a pop-up window. 4. Click on the cross at the top right of the attachment explorer to revert back to the normal menu.
How do I access my Attachments from anywhere in FamilyProperty? content media
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Therese Aroyan
Oct 17, 2022
In Documents
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 documents available for selection. 5. Select the file you want to upload. Click ‘Select 1 file'. 6. Add additional information and make selections as required. 7. Click ‘Attach’.
How do I access and attach Smokeball files in FamilyProperty? content media
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Therese Aroyan
Oct 17, 2022
In Documents
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, when the sync to Smokeball feature is used, only documents attached after the last sync, will sync to Smokeball.
How do I sync my FamilyProperty documents into my Smokeball matter? content media
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Therese Aroyan
Oct 17, 2022
In Enhancement releases
We have enhanced existing features and introduced new features as follows. There is further information on each feature and instructions in the attached PDF. o Mediator Settings: My Profile - add FDRP number o Account Settings: adding further details including Lawyer code, mailing/address for service. o Account settings: Questionnaire - adding custom questions in the Questionnaire submission window o Matter: Left hand menu changes (Matter Details) o Matter: Mediation details o Matter: Court details o Matter: Adding parties o Matter: Attachments explorer in the left hand menu o Documents: Adding a custom header and footer into FamilyProperty documents o Documents: Document categories o Documents: Section 60I Certificate, Genuine Steps & Certificate of Dispute Resolution o Disclosure: Sync disclosure documents from FamilyProperty into Smokeball o Disclosure: Adding attachments from Smokeball into FamilyProperty
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Therese Aroyan
Oct 05, 2022
In Property & Parenting tabs
When you click on the Parenting or Property tab within Smokeball, you may see a message which states "You are not in your FamilyProperty account’s list. Please contact your account’s administrator to get access to FamilyProperty”. This means that your administrator has not given you access to the integration. In the event, your firm adminstrator thinks that you should have access to the integration, they are able to add you to the account user list by logging into FamilyProperty through their general browser.
What do I do if I cannot access FamilyProperty from the Property or Parenting tab? content media
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Therese Aroyan
Oct 05, 2022
In Property & Parenting tabs
When you go into Smokeball and click on the property or parenting tab, you may see a 'Cannot connect to FamilyProperty' message that looks like the below image. Steps to fix this issue 1. Go to your File Explorer and paste 'C:\temp' where you can see the home icon. 2. Delete all of the items in this folder. They may look like the below. 3. Go back into Smokeball and try accessing FamilyProperty through the tab. If you cannot access FamilyProperty after taking these steps, please contact support. support@familyproperty.com.au
What do I do if I click on the Property or Parenting tab I see a 'Cannot connect to FamilyProperty message'? content media
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Therese Aroyan
Sep 30, 2022
In Documents
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 Go to Smokeball. Click on the Parenting or Property tab (as applicable). Click on ‘Smart Forms’. Select the document or smart form you would like to generate. Complete the smart form (if required). Once the document has been generated, go to the Smokeball document list. The document will take about 20-30 seconds to upload into Smokeball. Open the document to start working in it.
How do I generate a FamilyProperty document in my Smokeball matter? content media
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Therese Aroyan
Sep 30, 2022
In Sync important information
Client & Other Party Details First Name Middle Names Last Name Gender Home Phone Mobile Phone Email Date of Birth Country of Birth Relationship Details Cohabitation Date Marriage Date Separation Date Divorce Date Marriage Town/City Further information will be synced in the future. The details of these fields will be provided as they become available.
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Therese Aroyan
Sep 30, 2022
In Property & Parenting tabs
Your matter will have a property and/or parenting tab to access the relevant FP features, depending on your matter type. Instructions 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.
Where do I access the FamilyProperty features (Balance Sheet, Parenting Arrangements/Calendar)? content media
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Therese Aroyan
Sep 30, 2022
In Send & Open the Questionnaire
You will be able to use the Questionnaire button to open the Questionnaire from your Smokeball matter or lead. Instructions Go to Smokeball Open a lead or matter Click on the ‘Questionnaire’ button. Click ‘Open’. Questionnaire button Open button
How do I open the Questionnaire from a Smokeball matter or lead? content media
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Therese Aroyan
Sep 30, 2022
In Send & Open the Questionnaire
You will be able to use the Questionnaire button to resend the Questionnaire using the Questionnaire button>re-send. This will reset access to the Questionnaire if your client has previously submitted it. Instructions Go to Smokeball Open a lead or matter Click on the ‘Questionnaire’ button. Click ‘Resend’. A 'Send questionnaire pop up will appear - choose whether to send this via Communicate or via email. Click ‘Send’. Questionnaire button Resend option
How do I resend the FamilyProperty Questionnaire from within Smokeball? content media
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Therese Aroyan
Sep 30, 2022
In Send & Open the Questionnaire
There are two options: 1. When you are creating a lead you can use the ‘Send Questionnaire’ checkbox; or 2. When you have created a lead or a matter, use the Questionnaire button.
How do I send the Questionnaire? content media
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Therese Aroyan
Sep 30, 2022
In General information
You will continue to access to the original (V1) integration on your mediation matter types. You can access the integration using the original FamilyProperty button. The enhanced integration (V2) for mediation matter types is going to be undertaken shortly.
What if I use Smokeball mediation matter types only? content media
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Therese Aroyan
Sep 30, 2022
In General information
The new integration (V2) is initially available for Leads and Matters for the following Smokeball lawyer matter types: Children Children & Parenting Property Financial Agreements The integration for mediation matter types is going to be undertaken shortly.
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Therese Aroyan
Sep 30, 2022
In Admin settings
Yes, you can either: Allow everyone who is a Smokeball user to gain access to FamilyProperty. They will be added to FP matters and your account user list automatically if they click on the Questionnaire button or Parenting/Property tabs in Smokeball. Restrict access to the integration to staff who have been already been added to the FamilyProperty account user list. Steps to configure access: 1. Login to FamilyProperty through your browser. 2. Go to Account > Setting > Integrations > "Smokeball - Who can access FamilyProperty through Smokeball?" 3. Choose either ‘Allow all Smokeball users’ or "Restrict access to only my FamilyProperty account users". 4. Press 'Save'. What will my staff see if they don't have access to the integration? If a staff member doesn’t have access to FamilyProperty and they try to click on the Parenting or Property tab or the Questionnaire button in Smokeball, they will get a message: “You are not in your FamilyProperty account’s list. Please contact your account’s administrator to get access to FamilyProperty.”
Can I control who has access to the integration?  content media
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Therese Aroyan
Sep 30, 2022
In General information
Yes, you can continue to use the shareable link to create matters. If any prospective clients submit a Questionnaire, this will automatically create a lead in Smokeball for you. No, the integration currently does not work for matters that are created using the ‘Create a matter’ button in the FamilyProperty browser. This may change in the future. If you have already created a matter using the 'Create a matter' function, please contact FamilyProperty support. Alternatively, you are able to delete the matter in FamilyProperty and create a matter through Smokeball.
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Therese Aroyan
Sep 30, 2022
In General information
Yes, FamilyProperty has now been integrated with a Smokeball lead. You are able to: Send the FP Questionnaire from a lead and access the Questionnaire easily from the FP Questionnaire button for lawyer matters. Embed the FP Questionnaire into your website. If any prospective clients submit a Questionnaire, this will automatically create a lead in Smokeball for you.
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Therese Aroyan

Admin
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