Template Folders

Mar 16, 2026
Knowledge

How To

You can add folders to the Forms & Templates window so that you can order and arrange your templates as you want them. It will also enable you to separate your custom templates from LEAP templates. You're also able to create a folder within a folder.

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Create a New Template Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Make sure you're on the Browse tab.
Navigate to the location you would like to create the new template folder.
Right-click on the right-hand side of the window then select New > Folder.
Enter the name of the template folder.
Click OK.

Delete a Template Folder

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You will not be able to delete a root folder on the left pane of the Forms & Templates window.Custom folders inside of these Matter type folders can only be deleted once they are empty.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Make sure you're on the Browse tab.
Navigate to the location you would like to delete the template folder.
Right-click the template folder then select Delete.
Enter a reason for the deletion.
Click OK.

Restore a Deleted Templates Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Make sure you're on the Browse tab.
Navigate to the location you would like to restore the deleted template folder.
Click at the top-right then select Show Deleted Templates.
Right-click the deleted template folder then select Undelete.
Click Yes.

You may also check Orphaned Templates for templates that appear to be missing.

Add an External Templates Folder

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You can maintain and keep your own templates locally on your computer or a networked location outside of LEAP and still use them within LEAP.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Click the External Templates Folder tab.
Click Select Folder.

The Select External Templates Folder window will open.
Select the folder.
Click Select Folder.

All folders and documents from the selected folder will appear in the Forms & Templates window in a directory structure.

If new folders and documents are added to the selected folder, right-click on the left-hand side of the Forms & Templates window then select Refresh List.

Click to edit heading

To deselect the folder, click User-added image then select Deselect Current Folder.

Create a New Template Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Templates.

The Forms & Templates window will open.
Navigate to the location you would like to create the new template folder.

Clickto show the folders pane on the left.
Clickto create a New Folder.
Enter the name of the new template folder.
Press the Enter key.

Last Modified Date

3/16/2026 8:12 PM

Title

Template Folders

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Template-folders

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