From the LEAP Matter List, click the LEAP Menu > Marketplace.

The Marketplace will open in a new window.

From the All Apps section, navigate to the Settlement Forms app.

Click Enable.

To open the app, click the Settlement Forms button to open the Closing Disclosure, or the dropdown arrow next to it to open up the HUD or HUD-1A.

Complete all fields that have a white background. Fields with a grey background are either importing data from table types on the matter or are calculated based on other fields.

At any time, you can commit your changes by pressing the Save button in the upper right. Changes are also saved if you move between one of the tabs using the links at the top and bottom of the screen.

Navigate between the screens to move between the various pages of the Closing Disclosure, HUD, or HUD-1A and enter the relevant information.

Once all the information of the document has been entered, click Save Forms to LEAP to display the list of available exports.

Select the preferred document type(s) and either a PDF or Word format then click the button labelled Save Forms to LEAP.

The document will be saved to the correspondence list on the matter.

Each of the Closing Disclosure, HUD, and HUD-1A forms includes a tab labelled Ledger. Click this to generate a ledger of deposits and payments based on the transactions on the preceding form.

From here you will have a series of options:

1. Re-import Ledger to recreate the ledger screen using the information entered on the prior form. This can be used if subsequent alterations have gone awry.
2. Add Transaction to manually add a new transaction to this ledger.
3. Send to LEAP to create payment entries on the trust account of the matter in LEAP, from which checks can be printed.
4. Combine Checks to consolidate multiple transactions from the ledger into a single entry
5. Split Check to replace a single payment with multiple ones.
6. Ledger statement to save a copy of this ledger to the LEAP matter in an PDF or Word
7. Export to save a local copy in an XML or CSV