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About Document Packets

  • 07/10/2025
  • Knowledge

How To
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Learn how to create, manage and store document packets for your clients on LEAP Desktop.

  • Desktop

Search for a Document Packet

 

  1. From the LEAP Matter List, click the LEAP Menu > Home > under Documents > Document Packets.

    The Document Packets will open in a new window.

  2. You can search by the following options:

    • Click to search and select your Client.
    • For packets with a matter assigned to them, click to search and select a Matter. Click to open the selected Matter. In order to search for packets via selecting a Matter, you will need to have entered the Matter when creating the packet.
    • Enter a Packet No.
    • Enter a Location.

  3. Click Search.

    The list of document packets will be generated based on your selected or entered criteria.

Create a Document Packet

 
 
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There are two ways to access the Document Packets window:

  1. Click the LEAP Menu > Home > under Documents > Document Packets.

    The Document Packets will open in a new window > click New.

  2. From your LEAP Matter > select the Registers tab > New Packet.

  1. Click to search and select a Matter. This is an optional process that is separate from selecting a Client. Selecting a Matter is required in order for you to search for the packet by entering the matter.

    Click to open the selected Matter.

  2. Click to search and select your Client.

    Click to open the selected Client card.

  3. An automatic sequential number is filled in Packet No.

    Untick Auto checkbox if you would like to update the packet number manually. This will change for this packet only and will not alter the automatic number sequence.

 
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You will not be able to change the Packet No. once you save the document packet.

  1. (Optional) Enter a Location.

  2. (Optional) Enter a Memo. The Memo field allows you to include more information on the Document Packet.

  3. Click Save & Close.

Edit an Existing Document Packet

 

  1. From the LEAP Matter List, click the LEAP Menu > Home > under Documents > Document Packets.

    The Document Packets will open in a new window.

  2. Search for the document packet.

  3. Open the document packet.

  4. Make the changes as required.

  5. Click Save & Close.

Delete an Existing Document Packet

 
 
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A Document Packet cannot be deleted if it has documents attached to it.

  1. From the LEAP Matter List, click the LEAP Menu > Home > under Documents > Document Packets.

    The Document Packets will open in a new window.

  2. Search for the document packet.

  3. Open the document packet.

  4. Click .

  5. Click Yes to confirm.

Restore a Deleted Document Packet

 

  1. From the LEAP Matter List, click the LEAP Menu > Home > under Documents > Document Packets.

    The Document Packets will open in a new window.

  2. Click and select Show Deleted.

    Deleted document packets will be displayed in red.

  3. Open the document packet.

  4. Click and select Undelete.

  5. Click Save & Close.

If you receive the message "that number is already in use" when creating a document packet, the number has already been assigned to another packet. If the packet is not visible, it may have been deleted.

Print the Document Packets List

 

Click at the top-left of the window to print the Document Packets list.

Change the Document Packet Number

 

To change what number the next Document Packet will be starting from:

  1. From the main LEAP Matter List screen, click the LEAP Menu > Settings > Application Settings.

    The Application Settings window will open in a new window.

  2. Under Documents > click on Document Numbering.

    The Document Numbering window will be displayed.

  3. Untick Document Numbering.

  4. Enter the desired number into the Document Packet Number field and then tick the Document Numbering checkbox.

    Click Save.

    For example:

    If you enter the Document Packet Number as 2000, the next New Document Packet number will be 2001.

    Document Numbering.png

    The next New Document Packet number.

    New Document Packet.png

Create a Document Packet Without a Matter

 

In LEAP, you can create a document packet to store title documents without creating a matter. Instead of linking the packet to a matter, you associate it directly with the client card.

You can follow these steps to create and manage your document packet in client cards:

  1. Create a Client Card
    Follow the instructions in this article to create a new client card: Create a client card

  2. Create a Deed Packet and Link It to the Client Card
    Refer to this article for instructions on creating a document packet : Create a document packet and attach it to the client card you created in step 1.

  3. Add the Two Title Documents to the Packet
    Follow the steps in this article to add documents to the packet: Add a document to a packet

Once completed, you will have a document packet containing the title documents linked directly to the client card, rather than to a matter.

Last Modified Date
7/10/2025 11:22 am
Title
About Document Packets
URL Name
About-document-packets

Resolution
Matter Management

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