Using and Editing Document Types

The objective of this course is to discover how to use the powerful document automation features available in LEAP.

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About this course

Using and Editing Document Types

In this course you will learn how to:

  • Effectively use your Document Types
  • Edit your Document Types (including letterhead)

This course assumes you have a basic understanding of creating a matter in LEAP.

Following this course, we also recommend that you complete the LEAP University courses on Accessing and Using LEAP Forms and Document Customisation for instructions on customising your own precedents.

Duration: 10 minutes

Curriculum

  • Module 1 - Using Document Types
  • 1.1 What is a Document Type?
  • 1.2 The Importance of the Body Bookmark
  • 1.3 Recipient of a Document Type
  • Module 2 - Editing Document Types
  • 2.1 Editing a Document Type (including letterheads)
  • 2.2 Missing Body Bookmark – Content Not Saving Error
  • Up Next
  • Summary

About this course

Using and Editing Document Types

In this course you will learn how to:

  • Effectively use your Document Types
  • Edit your Document Types (including letterhead)

This course assumes you have a basic understanding of creating a matter in LEAP.

Following this course, we also recommend that you complete the LEAP University courses on Accessing and Using LEAP Forms and Document Customisation for instructions on customising your own precedents.

Duration: 10 minutes

Curriculum

  • Module 1 - Using Document Types
  • 1.1 What is a Document Type?
  • 1.2 The Importance of the Body Bookmark
  • 1.3 Recipient of a Document Type
  • Module 2 - Editing Document Types
  • 2.1 Editing a Document Type (including letterheads)
  • 2.2 Missing Body Bookmark – Content Not Saving Error
  • Up Next
  • Summary