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Knowledge BaseHow Can I Update My Letterhead with the New Details in LEAP?
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How Can I Update My Letterhead with the New Details in LEAP?

  • Dec 10, 2025
  • Knowledge

How To

To amend your letterhead template, follow these steps:

  1. Open the matter.

  2. Make sure you are on the Details & Correspondence tab.

  3. Search for the template in either the New Document window or the Forms & Templates window.

    For example, your template is in the New Document window. Click New Document.

  4. Right click the Document Type and click Edit.

    Any changes made now to the document type will be saved to this document type and applied each time it is used.

  5. If you wish to insert fields, from the LEAP ribbon, click Editing > Insert Fields.

    A list of available fields will display on the right-hand side of the document. Example: Firm Details.

    All future templates that use this document type will now have the updated fields.

Last Modified Date
12/10/2025 10:41 PM
Title
How Can I Update My Letterhead with the New Details in LEAP?
URL Name
How-Can-I-Update-My-Letterhead-with-the-New-Details-in-LEAP-US

Resolution
Forms & Templates
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How Can I Update My Letterhead with the New Details in LEAP?