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FamilyProperty
Smokeball Integration
Smokeball Integration
Getting Started
Introduction to the FamilyProperty & Smokeball integration
Enabling the FamilyProperty Smokeball integration
My admin has not given me access to FamilyProperty in Smokeball
Connecting an existing FamilyProperty Matter to Smokeball
Admin & Settings
Control who can access the Smokeball integration
Leads & Matters
Features available for 'Family' Leads in Smokeball
Features available for 'Lawyer' and 'Mediation' Matters in Smokeball
What information syncs between FamilyProperty and Smokeball
Matters created via the ‘Create a matter’ button in FamilyProperty do not sync to Smokeball
Questionnaire
Sending the Questionnaire via Smokeball
Starting or completing the Questionnaire on behalf of your client
Resending or opening the Questionnaire in Smokeball
Download the Questionnaire Report
Property & Parenting tabs
Accessing the Balance Sheet & Parenting Arrangements/Calendar in Smokeball
Opening multiple Versions of the Balance Sheet in Smokeball
'Cannot connect to FamilyProperty' error message when using the Smokeball integration
Documents & Disclosure
Accessing attachments for a Matter via the Smokeball integration
Generating FamilyProperty forms and documents in Smokeball
Upload documents stored in a Smokeball Matter over to FamilyProperty
Uploading documents in the Disclosure Portal into the Smokeball Matter
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