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Hi @Robert Sheldon6 ! This is a great question. I don't use Dropbox, but I just tested using OneDrive and the answer is yes. Follow these steps:
- Locate the document you want to save to Smokeball
- Right-click on it
- Find 'Send To' in the right-click menu
- Select Send To > Smokeball
- A new window should pop up, prompting you to save the document to your relevant Smokeball matter
Let me know how you go with the above! Thanks!
Yes, you can create default folders that will appear in different matter types.
You have to go to your Smokeball Home Screen Settings, then Matter Configuration, click Add New, select a Matter and Matter Type and click OK, click on the Default Document Folders tab, then click Add a Folder. Then, you will have to name and create your Folder or Folders if you wish to create more than one. Once you save the Folders that were created, the Folders will appear whenever you open a new matter under the Matter Type.
You can select the document or email and click on the eye symbol on the top right of the document list OR you can select the document or email and view it in the File Preview Widget. If the File Preview Widget is not already activated click on the 3 dots on the bottom right of the screen and select File Preview. The File Preview Widget can be expanded or collapsed by clicking on the symbol on the top right of the document or email.