Introduction to LEAP Documents
/by Caroline KesslerIntroduction to LEAP Documents
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Question 1 of 9
1. Question
Do you require a street address for your client card?
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Question 2 of 9
2. Question
What Icon do you select to send a basic letter to your client?
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Question 3 of 9
3. Question
to start a new new matter what Icon should you select?
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Question 4 of 9
4. Question
How can I obtain help within LEAP?
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Question 5 of 9
5. Question
What Icon do I select to start the production of a precedent letter or document within LEAP?
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Question 6 of 9
6. Question
If you have been instruction to send an email to a client on a matter within LEAP, what Icon would you select to start the email?
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Question 7 of 9
7. Question
When adding a new client within LEAP, can you add the marital status of this client?
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Question 8 of 9
8. Question
If you enter the client’s name and address into LEAP will this automatically populate into letter and precedents that are generated from within LEAP?
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Question 9 of 9
9. Question
We are currently adding a purchase matter into LEAP and we have been provided with the Agent’s Company Name and Contact Persons email address. Do we require any other information to complete the matter within LEAP?
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