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Uploading documents in the Disclosure Portal into the Smokeball Matter

Updated

You can upload documents you have in the FamilyProperty platform from the Attachments page. These will then show in the Smokeball Matter's Documents List.

 

To do so:

  1. Open your Smokeball Matter.

  2. Click on the Property tab.

  3. Go to Disclosure > Attachments
  4. Click on Export.

  5. Click on Practice Management Matter - any documents in the Attachments section in FamilyProperty will be synced over to the Smokeball Matter's Documents List, saved in a FamilyProperty folder.
    Export to PMM.png

 

If you attach additional documents to the Attachments section in FamilyProperty, and then use the sync to Smokeball feature again in future, only documents uploaded since the last sync will be uploaded into the Smokeball Matter's Documents List.