Adding or Removing a Christmas Message

02/01/2025
Knowledge

How To

You're able to add a Christmas message to your client correspondence. Once the Christmas season and office closure is over, you can restore your document types to the previous version.

Desktop
Web

Add a Christmas Message to Your Documents

Open a matter.
Make sure you're on the Details & Correspondence tab.
Click New Document.

The Create Document window will open.
Right-click the Letter then select Edit.

The letter will open in edit mode in Microsoft Word.
Add your Christmas message to the letter.
Click Save & Close.
Continue editing other document types that you wish to use, e.g., fax, file note. The changes will apply to all forms and precedents that use these document types.

Remove a Christmas Message from Your Documents

Open a matter.
Make sure you're on the Details & Correspondence tab.
Click New Document.

The Create Document window will open.
Right-click the Letter then select History of Changes.

The History of Changes window will open.
Select the document version that was being used before the Christmas message was added.
Click Set as Current on the toolbar.

The previous version of the letter will be used as the current version of the document type.
Repeat for all other document types to which a Christmas message was added.

Click to edit heading

You can also click New Document on the toolbar to open the Create Document window, right-click the document(s) that have Christmas messages on them, select Edit, remove the changes, then click Save & Close when you are done.

Add a Christmas Message to Your Documents

Open a matter.
Make sure you're on the Details & Correspondence tab.
Click New Document under Actions.

The New Document window will open.
Right-click the Letter then select Modify in Word or Modify in Word Online.

The letter will open in edit mode in Microsoft Word.
Add your Christmas message to the letter.
Click Save & Close.
Enter a Reason for Change then click OK.
Continue editing other document types that you wish to use, e.g., fax, file note. The changes will apply to all forms and precedents that use these document types.

Remove a Christmas Message from Your Documents

Open a matter.
Make sure you're on the Details & Correspondence tab.
Click New Document under Actions.

The New Document window will open.
Right-click the Letter then select Modify in Word or Modify in Word Online.

The letter will open in edit mode in Microsoft Word.
Remove your Christmas message from the letter.
Click Save & Close.
Enter a Reason for Change then click OK.
Repeat for all other document types to which a Christmas message was added.

Last Modified Date

2/01/2025 12:44 pm

Title

Adding or Removing a Christmas Message

URL Name

Adding-and-removing-a-Christmas-message-in-LEAP

Resolution