Correspondence Options Explained

How To

LEAP presents you with different Correspondence options for - Desktop, Web, iOS or Android. Learn how to manage folders, complete searches and execute various document actions. Explore advanced features such as document comparisons and PDF creation.

Desktop
Web
iPhone
iPad
Android

Correspondence List - Toolbar

Option	Description
Show / Hide Navigation Pane	Show or hide your correspondence folders and sub-folders and navigate using either the folder line or folder panel.
New Folder	Create a new folder in your Correspondence List.
Home	Go to root folder of the matter.
Search Correspondence	Search your matter correspondence. See Searching for a Document for more information.

Correspondence List - Type and Date

You can filter your correspondence list by using the Type filter and Modified Date or Created Date.

Type	Description
(Any Type)	View all types of correspondence.
Comments	View only comments.
Documents	View only documents (Word, PDF, Excel).
Emails	View only emails.
Searches	View only legal searches.

Click to edit heading

Folders will always be shown regardless of the Type selected.

Correspondence List - Quick Actions

Hover over a correspondence item and click the quick action:

Option	Description
Pin to Top / Unpin from Top	Move the selected document to the top of your Correspondence List or remove the selected pinned document from the top of your Correspondence List and return it to its original position in the current sort order.
Share / Manage LawConnect Access	Share or manage your correspondence securely using LawConnect.
Preview	Open the document in the Correspondence Preview.

Correspondence List - Right-click Options

Option	Description
New Folder	Create a new folder to organize your documents.
Import	Import a document or folder from your computer into the matter.
Paste	Paste the copied document from the clipboard to the matter.
Matter AI - New Document Chat	Open a new Matter AI document chat.
SignIT	Open InfoTrack SignIT to upload files for signing.

Correspondence Items - Right-click Options

Option	Description
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 Alphabetically	Sort documents inside the selected folder alphabetically.
Set 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Permanently Delete Document	Permanently remove a deleted document from the correspondence list by right clicking on a deleted document and selecting Permanently Delete Document. Note: The user must have MFA enabled on the account to perform this action. Enter the MFA code when prompted to delete the document.

Legal Search - Right-click Options

Option	Description
View Search Order Offline	View the order you placed for a search.
Mark as 'Opened' / Mark as 'Unopened'	Toggle read/unread status of the search.
Properties	View the properties of the actual search, i.e., date ordered and completed, cost and status.

Correspondence List - Toolbar

Option	Description
Show / Hide Navigation Pane	Show or hide your correspondence folders and sub-folders and navigate using either the folder line or folder panel.
New Folder	Create a new folder in your Correspondence List.
Home	Go to root folder of the matter.
Search Correspondence	Search your matter correspondence. See Searching for a Document for more information.
	Move 'Up one folder' or 'Back' using the arrows.

Correspondence List - Type and Date

You can filter your correspondence list by using the Type filter and Modified Date or Created Date.

Type	Description
(Any Type)	View all types of correspondence.
Comment	View only comments.
Document	View only documents (Word, PDF, Excel).
Email	View only emails.
Searches	View only legal searches.

Click to edit heading

Folders will always be shown regardless of the Type selected.

Correspondence List - Quick Actions

Hover over a correspondence item and click the quick action:

Option	Description
Open	Open the selected document for you to view or make changes via Word/Word Online.
Preview	Open the document in the Correspondence Preview.
Pin to Top / Unpin from Top	Move the selected document to the top of your Correspondence List or remove the selected pinned document from the top of your Correspondence List and return it to its original position in the current sort order.

Correspondence Options

Correspondence Option	Description
Search for a Correspondence	Enter your search criteria in the Search field.
Sort your Correspondence List	Click the column headings to sort the list in ascending or descending order. You can also filter your correspondence by correspondence 'type'. Note: The Filter menu dynamically updates based on the file types present in the matter’s Correspondence List.
Display Deleted Correspondence	Click in the column heading row and select to Show Deleted Items. Deleted correspondence items are shaded grey. To hide your deleted correspondence for the matter, click again and select Show Deleted Items to untick the option.
Display Created Date / Last Modified Date	Click in the column heading row and select to Show Created Date for correspondence items. To show the Last Modified date for correspondence items instead, click in the column heading row and select Show Modified Date.
Folders in your Correspondence List	If you have a number of correspondence folders and you access an item within a folder. The folder structure displays below the Search text-box enabling you to navigate back to the top level of your Correspondence List.
Reload Correspondence List	Click the icon if any of your correspondence items are not displaying in the correspondence list to perform a window refresh.

Correspondence Items - Right-click Options

Click to edit heading

You can also click More options icon on an item in the Correspondence List.

Option	Description
Open	Open in Word - Open the selected document for you to view or make changes via Word. Open in Word Online - Open the selected document for you to view or make changes via Word Online.
Preview	Open the selected document in another window so that you can view it.
Download	Download a copy of the selected document to your computer.
Move	Move to Folder - Select the folder you wish to move the correspondence item to and then click Move.
Import	Import documents - Import a document from your computer into the matter. Import folder - Import a folder from your computer into the matter.
Export / Export Document	Export - Export a folder and its contents to your local machine. Export Document - Save document(s) to a local folder on your computer. Hold Ctrl and select multiple in the Correspondence List to export in bulk.
Pin / Unpin	Move the selected item to the top of your Correspondence List. The pinned item is identified with a blue pin on the left of the Staff initial. Remove the selected pinned item from the top of your Correspondence List and return it to its original position in the current sort order.
Rename	Rename the selected document or folder.
Duplicate	Duplicate/create a copy of the selected document.
Create PDF	Create a PDF version of the selected document.
LEAP AI	Matter AI > New Document Chat - Opens the Matter AI window for you to start a new chat about the matter, document or a folder using LEAP's AI feature.
Share	Email Email as original - Create a new email attaching the selected document in its current format. Email as PDF - Create a new email with the selected document attached as a PDF. Email as link - Create a new email to internal staff members that contains a link to the selected document. LawConnect Share via LawConnect - Share your document(s) with other people associated with the matter using 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. Manage Access - Add or remove recipients, update access levels, or revoke access to shared items. View as Client - Preview documents shared via LawConnect from the client’s perspective.
Microsoft Teams Integration	Send via Teams - Share your document via Microsoft Teams with other staff members.
Delete	Delete the selected document or folder from the matter.

Click to edit heading

Right-click on an email correspondence item to extract attachments.

Correspondence Actions

Option	Description
New Document	Select the Document Type you want to create and if required, the recipient and then click Create or Create with Office Online.
New Email	Complete and send the email to your client.
Forms & Templates	Search or browse to the form or template you want for the selected matter type.
New Comment	Place your cursor in the body of the New Comment window and enter your comment using the formatting options on the toolbar as required. Click on the toolbar to include a date and time stamp to your comments. When you're finished, click Save.
Import	Select the document(s) you wish to upload into your LEAP Matter, press Open and then Upload.
New Folder	A new folder will appear at the beginning of the Correspondence list. Enter the name of the new folder and press Enter. Move correspondence items into the folder.
Time & Fees	New Time Entry - Create a new time entry on the matter. See Creating a new time entry for more information. New Fee - Create a Fee entry on the matter. See Creating a Fee Entry for more information.
InfoTrack	Searching & Services - Opens InfoTrack to view searches and orders placed. Fees - Opens InfoTrack Fee Summary and orders for your Matter.
LEAP AI	Matter AI Chat - Opens the Matter AI window for you to start a new chat about the matter, document or a folder using LEAP's AI feature. Research AI LawY - AI-answers specific to your jurisdiction and matter type. Generator - Opens the LEAP Generator app to simplify document creation.
Sharing	Share via LawConnect - Share your document(s) with other people associated with the matter using LawConnect. View Shared Items - View items that have been shared via LawConnect in the current matter. View as Client - View documents as your client in a read-only mode. Link Matter - Collaborate and share documents with other LEAP Firms. Manage Access - Manage access to items shared via LawConnect.
Microsoft Teams Integration	Open Team - See Using Microsoft Teams with LEAP for more information. Call Call - Make a call from the matter. Send Callback Request - Request another staff member to complete a callback. Assign Call to this Matter - Select the call activities related to this matter and save them as time entries.

From the matter Correspondence tab, tap User-added image next to any item on the list orwhen in preview mode and then:

Tap	To
View	Open the selected document so that you can view it in preview mode.
Share	Share the selected document via LawConnect. See LawConnect - Sharing Documents for more information.
Pin / Unpin	Move the selected item to the top of your Correspondence list. The pinned item is identified with an orange pin. Remove the selected pinned item from the top of your Correspondence list and return it to its original position in the current sort order.
Info	View document information as well as the History of Changes.
Open in Word	Open the selected document for you to view or make changes via Word. See Creating a Document/Letter for a Matter for more information. This is also available for Microsoft Excel spreadsheets and Microsoft PowerPoint presentations.
Move to Folder	Move the document in or out of any folder within the matter. Tap, hold and drag an item to move it into a folder in the list.
Print	Print the selected document from your default printer. See Printing Documents with LEAP Mobile for more information.
Rename	Rename the selected document or folder.
More Share Options	Select the app you want to share the file with and complete details as required for the selected app.
Delete	Delete the selected document or folder.
	View an email attachment. The number next to the paperclip lets you know how many attachments there are.

From the matter Correspondence tab, tapin the bottom right-hand corner and then:

Tap	To
Document	Create a new document. See Creating a Document/Letter for a Matter for more information. This is also available for Microsoft Excel spreadsheets and Microsoft PowerPoint presentations.
Email	Create a new email. Tap in the To field and select from one of the Contacts options. Attach item(s), complete the email and tap Send. You can attach more than one item to the email. To include attachments, : Tap to attach documents from your Correspondence list for the matter. Tap the item(s) you want to attach and and tap Done. Tap to attach an image from your photo library.
Import	Import photos & videos from your photo library as well take photos & videos with your device's camera. See Importing Photos and Videos into LEAP Mobile for more information.
Scan	Scan your documents using your device's camera. See Scanning Documents to LEAP for more information.
New Comment	Create a new comment for the matter. Enter your comments and tap to enter a time/date stamp to the comment. Tap Save in the top right-hand corner. See Creating a Comment for more information.
New Voice Memo	Record a voice memo. See Recording a New Voice Memo in LEAP Mobile for more information.
New Folder	Create a new folder to organize your documents.

From the matter Correspondence tab, tap User-added image next to any item on the list orwhen in preview mode and then:

Tap	To
View	Open the selected document so that you can view it in preview mode.
Share	Share the selected document via LawConnect. See LawConnect - Sharing Documents for more information.
Pin / Unpin	Move the selected item to the top of your Correspondence list. The pinned item is identified with an orange pin. Remove the selected pinned item from the top of your Correspondence list and return it to its original position in the current sort order.
Info	View document information as well as the History of Changes.
Open in Word	Open the selected document for you to view or make changes via Word. See Creating a Document/Letter for a Matter for more information. This is also available for Microsoft Excel spreadsheets and Microsoft PowerPoint presentations.
Move to Folder	Move the document in or out of any folder within the matter. Tap, hold and drag an item to move it into a folder in the list.
Print	Print the selected document from your default printer. See Printing Documents with LEAP Mobile for more information.
Rename	Rename the selected document or folder.
More Share Options	Select the app you want to share the file with and complete details as required for the selected app.
Delete	Delete the selected document or folder.
	View an email attachment. The number next to the paperclip lets you know how many attachments there are.

From the matter Correspondence tab, tap in the bottom right-hand corner and then:

Tap	To
Document	Create a new document. See Creating a Document/Letter for a Matter for more information. This is also available for Microsoft Excel spreadsheets and Microsoft PowerPoint presentations.
Email	Create a new email. Tap in the To field and select from one of the Contacts options. Attach item(s), complete the email and tap Send. You can attach more than one item to the email. To include attachments, : Tap to attach documents from your Correspondence list for the matter. Tap the item(s) you want to attach and and tap Done. Tap to attach an image from your photo library.
Import	Import photos & videos from your photo library as well take photos & videos with your device's camera. See Importing Photos and Videos into LEAP Mobile for more information.
Scan	Scan your documents using your device's camera. See Scanning Documents to LEAP for more information.
Forms & Templates	Access an extensive library of Forms and Templates.
New Comment	Create a new comment for the matter. Enter your comments and tap to enter a time/date stamp to the comment. Tap Save in the top right-hand corner. See Creating a Comment for more information.
New Voice Memo	Record a voice memo. See Recording a New Voice Memo in LEAP Mobile for more information.
New Folder	Create a new folder to organize your documents.

From the matter Correspondence tab, tap User-added image next to any item on the list or when in preview mode and then:

Tap	To
Move to Folder	Move the document in or out of any folder within the matter.
Pin / Unpin	Move the selected item to the top of the Correspondence list. The pinned item is identified with an orange pin in the top left-hand corner.
Rename	Rename the selected document or folder.
Share via LawConnect	Share the selected document via LawConnect. See LawConnect - Sharing Document for more information.
Delete	Delete the selected document or folder.
Export	Open the selected document in Word and then export.
Print	Print the selected document from your default printer. See Printing Documents with LEAP Mobile for more information.
Email Original	Create a new email with the selected document and send it in it's original format.
Email PDF	Create a new email with the selected document and send it in PDF format.
More Share Options	Select the app you want to share the file with and complete details as required for the selected app.
	View an email attachment. The number next to the paperclip lets you know how many attachments there are.
	View the document information.

From the matter Correspondence tab, tap User-added image in the bottom right-hand corner and then:

Tap	To
Email	Create a new email. Tap the To field and enter your email address or tap to select the email details from a card, your device or people associated with the matter. Attach item(s), complete the email and tap Send. You can attach more than one item to the email. To include attachments, : Tap to attach documents from your Correspondence list for the matter. Tap the item you wish to attach and it will display on your screen for you to view. The Attach options varies depending on the file format. You can also select multiple items and then tap Attach in the top right-hand corner. Tap to attach an image from your photo gallery.
Comment	Create a new comment for the matter. See Creating a Comment for more information.
Voice Memo	Record a voice memo. See Recording a New Voice Memo in LEAP Mobile for more information.
Folder	Create a new folder to organize your documents.
Scan Document	Scan your documents using your device's camera. See Scanning Documents to LEAP for more information.
Phone Gallery	Import photos & videos from your photo library. See Importing Photos and Videos into LEAP Mobile for more information.

Last Modified Date

5/1/2026 3:16 AM

Title

Correspondence Options Explained

URL Name

Correspondence-options-explained-US