Updates to Card Details Not Saving Properly

18/11/2025
Knowledge

How To

You may experience issues where changes made to a card are not reflected in the associated precedent document. This is often due to caching or synchronisation delays within LEAP. Even though the card has been updated, the precedent may continue to display outdated information if the system hasn't refreshed the data properly.

Follow these steps to manually refresh the card data:

If a precedent isn’t pulling the correct matter data:
- Open the precedent in Microsoft Word.
- Go to the LEAP tab on the ribbon.
- Click "Update" to sync the document with the matter.
Verify that all relevant Cards and Matter fields are correctly completed in LEAP.
Go to the card where the updates were made
Add a dot (.) at the beginning of the Name field and Save the change
Reopen the Card, remove the dot (.) and click Save again.
If the issue persists, perform a LEAP Repair to address any underlying issues that may be affecting the sync.

This process forces the system to refresh the card’s data and should result in the updated information appearing in the precedent.

If the issue continues to occur, please refer to the following steps:

Open the matter where the document issue is occurring.
Make sure you're on the Details & Correspondence tab.
Under the Details column, right-click the Matter Details or Matter Type table and select Edit Table Types.

The Edit Table Types will open in a new window.
Click Reset Tables to reset cards and tables to the default for the matter
Add the cards and tables back to the matter

Last Modified Date

18/11/2025 2:01 pm

Title

Updates to Card Details Not Saving Properly

URL Name

Updates-to-Card-Details-Not-Saving-Properly-AU

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