You are able to upload documents stored in a Smokeball Matter over to FamilyProperty.
To do so:
- Go to your Smokeball matter. Go to the Questionnaire button or Parenting/Property tabs.
- When you are using the FamilyProperty upload function, you will get an option to upload files from:
- My computer, or
- Practice Management Matter (ie, from the Smokeball Matter's Documents List).
- Choose Practice Management Matter then click on Select file from matter.
- You should see a list of all the files attached against your Smokeball Matter.
- Select the file you want from this list - you can upload this into the FP Matter in it's original format or as a PDF - then click on Select 1 file to upload it.
- As needed, you can use the:
- Short summary title field to change the title of the document,
- Attachment is from the other side checkbox,
- Additional comments field to add comments against the file,
- Disclosure dropdown to mark the file Private or Accessible, and the
- Additional information for this attachment area to add extra information as needed.
- Scroll down and click Attach to attach the file to the FP Matter.