Skip to main content
No results found...
Posted 3 months ago
Is there a way to set up email templates?
3 months ago
Thank you for your enquiry.
In order to create an email template or precedent on Smokeball, you will have to take the following steps:
1. Check whether you have an Email container under Document Containers in Settings. Otherwise, you may create one by following the steps at
2. If you already have an Email container set up, you may proceed to create your email precedent by following the steps at
*Note: At the point of creating your precedent, you will come across a pop up window requiring you to enter and select certain information under the Precedent Details heading. As you will be creating an email precedent, please select Email as the Container and select the relevant addressee.
Once you have created the precedent, you may generate it from your Precedent Library. The precedent will be generated in Words. When you are ready to send the email, you may simply click on the "Email" icon in Words and select Body Text, instead of attaching it as a PDF or Word Doc.
In the event you require further clarification re the above, please do not hesitate to contact us at 1300 335 553.
3 months ago
for completeness, we also have email templates in billing for when you need to send invoices and other billing documents. You can find these from Firm Settings in the billing web app.