Accessing and Opening Templates

Jan 14, 2026
Knowledge

How To

A template becomes a document when the base-template is generated on a matter and is populated with relevant matter related data.

Desktop
Web

Access Forms & Templates

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.

Click to edit heading

If you're having issues accessing or opening forms and templates in a matter, make sure your Word settings are properly configured by following the instructions on Resetting the connection between LEAP and Word. Alternatively, if the list of templates does not load, you may be able to resolve the issue by performing a LEAP Repair.

Access Your Custom Templates

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Make sure you're on the Browse tab.
Click ellipsis button then select Show Custom Templates Tab.

The Custom Templates tab will be added.

Click to edit heading

If the Custom Templates tab does not appear immediately when the Show Custom Templates Tab option is selected, save and close the matter, then reopen it. The tab should now be visible. If the tab still does not appear, you will need to restart your computer.

Search for a Template

You can search for various template types such as the Settlement Adjustment Sheet. Please refer to the steps below:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Make sure you're on the Browse tab.
Click into the Search templates field then start entering the search keyword, such as Settlement Adjustment Sheet or Settlement Adjustment Sheet (Old). You can also search by template form number.
Next to the Search templates field, click the drop-down list to change your search filter.

Click to edit heading

You are also able to search keywords within a template's content.

Enter your search keyword in the Search template field, click the drop-down arrow next to X then select Search Template Contents.

Preview a Template

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Make sure you're on the Browse tab.
Hover over the template then click .

The Preview window will open.

Create Multiple Templates - One Client

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Make sure you're on the Browse tab.
In the template list, hold down Ctrl (or Shift) + click to select multiple templates to generate at the same time.

Create a Template for Multiple Recipients

If more than one recipient is listed on the matter, you can now generate the same template for multiple recipients of the same type, such as clients, other sides, or other parties.

Click to edit heading

Note that this feature is only available for templates based on the 'Letter' document type.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Browse for the template you wish to use and click Select.

Click to edit heading

The template should be the 'Letter' Document Type.
The Select Recipients window will open displaying the clients you can address the template to.
Tick the recipients you wish to generate the template for.
Click Select.

A copy of the template will be generated for each recipient selected.

Compare Two Template Versions

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Make sure you're on the Browse tab.
Right-click the template then select History of Changes.
Hold the Ctrl key then select two template versions.
Click Compare.

The Compare Documents window will open.
Click Swap Documents if you wish to swap between the Original and Revised Documents.
Click Compare.

A Word document will open and highlight the revisions and differences between the two template versions.

Changing the Default Tab in the Forms and Templates Window

To change the default tab in the Forms and Templates window in LEAP, follow these steps:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Click into whichever tab you would like to be set as default.
Click the ... (ellipsis) button in the right corner
Click Set as Default Tab.

This tab will now open now load as the default tab when opening Forms & Templates.

Additional Options

You can access additional options if you wish to perform tasks such as restoring templates that were accidentally deleted.

Click to select from the following options:

Show Deleted Templates
Highlight Custom Templates
Show Custom Templates Tab
Show 'Template Code' Column
Highlight Words in Search Results
Logical Sort Order
Reset Form Settings
Set as Default Tab
Append Form Number to the start or end of Template Name

Save Forms & Templates

After a Form or Template has been generated, click Save & Close from the top of the LEAP ribbon to save the the changes you have made in the form or template.

Access Forms & Templates

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.

Search for a Template

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Click into the Search templates field then start entering the search keyword.

You can also search for a template by Form Number.
Next to the Search templates field, click the drop-down list to change your search filter.

Preview a Template

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Right-click the template then select Preview Template.

The Preview window will open.

Last Modified Date

1/14/2026 12:55 AM

Title

Accessing and Opening Templates

URL Name

Accessing-Forms-Templates

Resolution