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Creating a Comment

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Learn how to create, edit, and delete comments on LEAP Desktop, Web, and mobile. Follow these simple steps to manage comments across all your matters.

  • Desktop
  • Web
  • iPhone
  • iPad
  • Android

Create a New Comment

 
  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click New Comment on the toolbar or use the keyboard shortcut Ctrl + T.

  4. Click  on the toolbar to add the staff member, date and time stamp.

  5. Complete the comment.

  6. (Optional) Enter a Document Name to rename the comment.

  7. (Optional) Click on the Notify drop-down menu and select a Staff Member to receive a notification regarding the comment.

    The Staff Member selected will receive an alert in their Notifications window.

    You can open the Notifications window at any time by clicking User-added image on the Matter List.

  8. (Optional) Click User-added image to print the comment.

  9. (Optional) Click to create a new task.

  10. Click Save & Close.

Edit an Existing Comment

 
  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Open the comment.

  4. (Optional) Click New Comment icon on the toolbar to insert a horizontal line.

  5. Click on the toolbar to add the staff member, date and time stamp.

  6. Edit the comment.

  7. Click Save & Close.

Delete a Comment

 
  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Right-click the comment and select Delete.

  4. Provide a reason and click OK.

Restore a Deleted Comment

 
  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click Tools icon and select Show Deleted Correspondence.

    Deleted comments are displayed in red.

  4. Right-click the deleted comment and select Undelete.

  5. Confirm the action.

Create a New Comment

 
  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click New Comment under Actions to open the New Comment window.

  4. Clickon the toolbar to add the staff member, date and time stamp.

  5. Complete the comment.

  6. (Optional) To select a staff member to receive a notification about the comment, click on the default value "None" in the "Assign To" field to display a list of staff members.

    The Staff Member selected will have it shown in their Notifications window.

    You can open the Notifications window at any time by clicking User-added image on the Matter List.

  7. Click Save.

Edit an Existing Comment

 
  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Open the comment.

  4. (Optional) Click User-added image on the toolbar to insert a horizontal line.

  5. Clickon the toolbar to add the staff member, date and time stamp.

  6. Edit the comment.

  7. Click Save.

Delete a Comment

 
  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Right-click the comment and select Delete.

Restore a Deleted Comment

 
  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click Tools icon and select Show Deleted.

  4. Right-click the deleted comment and select Undelete.

Create a New Comment

 
  1. Open the matter.

  2. Swipe to or tap the Correspondence tab.

  3. Tap User-added image and then New Comment.

  4. Tap User-added image on the toolbar to add the staff member, date and time stamp.

  5. Complete the comment.

  6. (Optional) Tap in the To field and select a Staff to receive a notification regarding the comment.

    The Staff Member selected will have it shown in their Notifications window.

    You can open the Notifications window at any time by tapping User-added image.

  7. Tap Save.

Edit an Existing Comment

 
  1. Open the matter.

  2. Swipe to or tap the Correspondence tab.

  3. Open the comment.

  4. Tap User-added image on the toolbar to add the staff member, date and time stamp.

  5. Edit the comment.

  6. Tap Save.

Delete a Comment

 
  1. Open the matter.

  2. Swipe to or tap the Correspondence tab.

  3. Tap User-added image next to the comment and then Delete.

  4. Confirm the deletion.

Restore a Deleted Comment

 
 
 

See the Restore a Deleted Comment section under the Desktop or Web tabs on this article for more information.

Create a New Comment

 
  1. Open the matter.

  2. Swipe to or tap the Correspondence tab.

  3. Tap User-added image and then New Comment.

  4. Tap User-added imageon the toolbar to add the staff member, date and time stamp.

  5. Complete the comment.

  6. (Optional) Tap in the To field and select a Staff to receive a notification regarding the comment.

    The Staff Member selected will have it shown in their Notifications window.

    You can open the Notifications window at any time by tapping User-added image.

  7. Tap Save.

Edit an Existing Comment

 
  1. Open the matter.

  2. Swipe to or tap the Correspondence tab.

  3. Open the comment.

  4. Tap User-added imageon the toolbar to add the staff member, date and time stamp.

  5. Edit the comment.

  6. Tap Save.

Delete a Comment

 
  1. Open the matter.

  2. Swipe to or tap the Correspondence tab.

  3. Tap User-added image next to the comment and then Delete.

  4. Confirm the deletion.

Restore a Deleted Comment

 
 
 

See the Restore a Deleted Comment section under the Desktop or Web tabs on this article for more information.

Create a New Comment

 
  1. Open the matter.

  2. Swipe to or tap the Correspondence tab.

  3. Tap User-added image and then Comment.

  4. Tap User-added image on the toolbar to add the staff member, date and time stamp.

  5. Complete the comment.

  6. Tap Save.

Edit an Existing Comment

 
  1. Open the matter.

  2. Swipe to or tap the Correspondence tab.

  3. Open the comment.

  4. Tap User-added image on the toolbar to add the staff member, date and time stamp.

  5. Edit the comment.

  6. Tap Save.

Delete a Comment

 
  1. Open the matter.

  2. Swipe to or tap the Correspondence tab.

  3. Tap User-added image next to the comment and then Delete.

  4. Confirm the deletion.

Restore a Deleted Comment

 
 
 

See the Restore a Deleted Comment section under the Desktop or Web tabs on this article for more information.

7/23/2025 1:03 AM
Creating a Comment
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