Table Types and Fields for Templates

Hi @Scott Scholl (Customer)​,

Thank you for posting on LEAP Community Discussions.

To clarify my understanding of this query you are looking for a general "role" field for documents/forms/templates that will populate the role of whoever the document is addressed.

Unfortunately, such a field is not available within LEAP at the moment. Please visit this form here to provide our content teams with feedback directly regarding this.

Let us know if you require further assistance.

Best regards,

Sebastian.

An example may be more clear. Often times when drafting pleadings I'll need to refer to the parties by their role in the matter. For example, "Comes Now Plaintiff, John Doe, and for . . . .." and "Plaintiff did this, Defendant did that, Court should order Defendant to do this, etc." If there is a field that can be inserted in the template to determine if Client is the plaintiff or defendant (and whether opposing party is plaintiff, defendant, third-party defendant), you wouldn't need to use a "work-around" or go through the document to change the labels for the different parties.

I did find where the "family role" file comes from. For custody cases LEAP always you to specify in the tables that Client is the father and opposing party is the mother, so while I haven't tried it yet I imagine would allow me to write a template that had fields to display "father" or "mother" of the children as appropriate. That would take care of family roles in those particular cases, but not "plaintiff/defendant" roles and would seem to be a serious limitation because sometimes you have a divorce that involves custody and so you would have to chose between setting up the matter as a custody issue or a divorce issue, because the custody matter type lacks fields relevant to the divorce issues, and the divorce matter type lacks those fields relevant to the custody issues (e.g., divorce doesn't have a field for the parties' roles as "mother" or "father" and custody doesn't have the field for date of marriage, etc.) I tried to create a recurring matter to include fields from both types of matters, but it seems to be an "either/or" situation - meaning either it's a custody case or it's a divorce case." (I've checked the "show all" box for adding fields, but the fields available to be added are still limited to the particular type of matter.

I'll submit a feature request, but if I'm overlooking something any help would be appreciated.