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Enabling Auto Numbering for Your Documents

  • Jan 10, 2024
  • Knowledge

How To
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Learn how to assign a sequential number to each document created in LEAP and streamline document management by enabling auto-numbering.

  • Desktop
  • Web

  1. Click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Documents > Document Numbering.

  3. Tick the Enable Document Numbering checkbox.

  4. Set the start number for your documents.

  5. Click Save.

Use the automatic document number

 

You're able to insert the document number field into any form or template. You can do this by editing the required document and inserting the LEAP field Document No from the matter table. See Inserting Fields into Forms/Templates for more info.

Search for a document using its number

 

Click the LEAP Menu > Home > under Documents > Search All Correspondence. You're able to search for a document using its assigned number, by selecting Search By Document Number from the Search Documents field.

  1. Click User-added image > Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Documents > Document Numbering.

  3. Tick the Enable Document Numbering checkbox.

  4. Set the start number for your documents.

  5. Click Save.

Last Modified Date
1/10/2024 11:12 PM
Title
Enabling Auto Numbering for Your Documents
URL Name
Enabling-auto-numbering-for-your-documents-US

Resolution
Installing & Setting Up
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Enabling Auto Numbering for Your Documents