- Off the Plan Recurring Matters App
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Enabling and accessing the app
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Creating new developments and adding lots
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Creating matters & customising columns
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Attaching documents and exporting reports
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Quiz
- Up Next
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Summary
Off the Plan Recurring Matters App
In this course you will learn everything you need to use LEAP’s Off The Plan Recurring Matters app. Equip yourself with the tools you need to manage an off the plan development from end to end and save yourself from hours of manual and repetitive work.
Off the Plan Recurring Matters App
In this course you will learn how to:
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- Enable the Off the Plan Recurring Matters app
- Batch matter creation and editing
- Export reports to a spreadsheet
- Attach documents and precedents
- Edit cards - Advanced filtering, sorting and searching
- Customise columns
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