Creating a Compiled Contract of Documents for Your Client

02/01/2025
Knowledge

How To

Learn how to use the LEAP contract compiler to save you time collating and individually sending documents to your client or a third party.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Find and select the documents you wish to include in compiled contract, on the Correspondence List.

To select multiple documents, click the first document then press and hold the Ctrl key on your keyboard to select the other documents.

If you select the wrong document, just press the Ctrl key and click the document again.

Right-click the highlighted documents and select Create Combined PDF.
In the Create PDF window, rename the contract to whatever is appropriate for the matter.
Make sure that the Combine checkbox is ticked.
Tick the Secure checkbox to prevent text/images in the PDF document from being edited or copied.
Tick the Bookmark checkbox to dynamically insert bookmarks for each document which will be available in the combined PDF when it's created.
The order of the documents displayed in the Create PDF window is the order that they will appear in the compiled contract.

Re-order how the position of how the documents will appear in the compiled contract by selecting a document and using the up and down arrows to position the document where you want it in the list.
At this stage, you can include any additional documents.

Simply drag and drop the document from the Correspondence List of the matter or from any folder on your computer into the Create PDF window.
Click Create PDF.

The compiled contract will appear in your Correspondence List. The contract can then be emailed or shared with your client.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Create PDF.

The Create PDF window will open.
Tick the checkboxes next to the documents you would like to combine.
The order of the documents displayed in the Create PDF window is the order that they will appear in the compiled contract.

To re-order the position of how the documents will appear in the compiled contract, click and drag the document to the position where you want it in the list.
Ensure the Combine into single PDF toggle is switched on.
Ensure the Secure toggle is switched on to prevent text/images in the PDF document from being edited or copied.
Enter the Document Name.
Click Create.

The compiled contract will appear in your Correspondence List.

You can also select Create & Email to generate the combined PDF and attach it to an email.

Last Modified Date

2/01/2025 3:07 pm

Title

Creating a Compiled Contract of Documents for Your Client

URL Name

Creating-a-compiled-contract-of-documents-for-your-client

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