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Accessing attachments for a Matter via the Smokeball integration

Updated

You are able to use the Attachments Explorer to easily navigate to and/or open attachments in a Matter.

 

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.

 

To access these attachments:

  1. Whilst in your Property or Parenting tab, expand the left-hand menu and click to the expand button to expand the Attachments.


  2. The attachments will expand out to the Attachments Explorer.

  3. Click on All attachments or click on the relevant section.


  4. Click on the document. If the document is a PDF document, it will open up in a pop-up window.

  5. Click on the cross at the top right of the attachment explorer to revert back to the normal menu.