| Open | Opens the selected document for you to view or make changes. |
| Open and Update | Opens and updates the selected PDF for you to view or make changes. |
| Preview | Open the selected document in the Correspondence Preview. |
| Sort Folder's Content Numerically | Sort documents inside the selected folder numerically. |
| Sort Folder's Content Alphanumerically | Sort documents inside the selected folder alphanumerically. |
Default Email Folder |
Set a folder as the default email folder. This folder is used to store all sent and auto-routed emails. When you save an email from Outlook to LEAP for the matter, it will be saved to the default email folder.
Please note that if the same matter is opened in an older version of LEAP, the set default email folder will be removed.
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| Move |
- Move to Folder - Move the document or folder to another folder.
- Move to another Matter - Move the document to another matter and have the option to rename it.
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| Share |
- Securely via LawConnect - Share your document(s) with other people associated with the matter using LawConnect.
- Manage LawConnect Access - Only available if the document is already shared via LawConnect.
- Email Original - Create a new email attaching the selected document in its current format.
- Email PDF - Create a new email with the selected document attached as a PDF.
- Email Link - Create a new email to internal staff members that contains a link to the selected document.
- Fax - Send the selected document as a fax.
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| Attach to Task | Attach the document from the Correspondence List to a task in Outlook. |
| Export Document | Save the document(s) to a local folder on your computer. Hold Ctrl and select multiple in the Correspondence List to export in bulk. |
Export Document as PDF | Save the document(s) to a local folder on your computer as PDF files, with options to include multiple documents, apply security, and set a custom password as needed. |
| Pin to Top / Unpin from Top |
Move the selected document to the top of your Correspondence List or remove the selected document from the top of your Correspondence List.
The pinned document is identified with an orange pin.
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| Compare Document | Compare two documents within or outside of LEAP for changes. |
| Delete | Delete the selected document or folder from the matter. |
| Rename | Rename the selected document or folder. |
| Replace Default Reference |
Change the default reference for the selected document to be someone else involved in the matter and not necessarily your client.
You can change the recipient, their details and all references to them, throughout the document to someone else involved in the matter. All fields referencing the recipient will be updated.
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| Create PDF | Create a PDF version of the selected document. |
| Update PDF | Update a combined PDF without the need to recombine when one or more documents have been amended. |
| New Folder |
Create a new folder to organize your documents.
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| Import | Import a document or folder from your computer into the matter. |
| Duplicate |
Make an exact copy of the selected document. The only difference between the two copies is the creation date and possibly the staff member who duplicated it. The copy should be renamed to avoid confusion.
If you would like to retain the document's creation and last modified date, click the ellipsis (...) in the top-right corner of the matter window and select Keep Original Creation and Modified Dates.
Hold down the Alt key, then drag and drop the document within the Correspondence List—either within the same matter or to a different matter—to duplicate it.
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| Shortcut to Card | Create a shortcut of the document to one of its related cards. |
| Copy to Card | Copy the document to a card. |
| Copy to Safe Custody | Copy the document to Safe Custody. |
| Cut |
Remove the document from its current matter and place it into the clipboard.
The document will be marked in grey.
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| Copy | Copy the document from its current matter and place it into the clipboard. |
| Paste | Paste the copied document from the clipboard to the matter. |
| History of Changes | View version history of the document. |
| LawConnect |
- View Shared Items - View items that have been shared via LawConnect in the current matter.
- Link Matter - Link an item to LawConnect. A new "Shared By <Firm Name>" folder will be created and any new documents will automatically be shared and stored in this folder for the current matter.
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| Matter AI - New Document Chat | Open a new Matter AI chat for the selected document. |
| Send via MS Team | Share your document via Microsoft Teams to the matter's team. |
| Send to staff | Share your document via Microsoft Teams with other staff members. |
SignIT | Send the document for electronic signing via InfoTrack SignIT. |