Using Interactive PDFs

22/08/2024
Knowledge

How To

Learn how to use an interactive PDF, explore the automated features such as populating client and matter information directly from your electronic file, utilise LEAP tools, and learn more about secure editable PDFs. The interactive PDF is managed by the LEAP Content Development Team.

Overview

When opening interactive PDFs from the Forms & Precedents button, you will have access to the LEAP ribbon, which can be opened from the right column in Adobe containing the list of tools.

Click to edit heading

If you do not have Adobe Acrobat installed, you will be prompted to do so.

Click the link on the alert message or click here.

The LEAP toolbar can be found at the bottom of this list.

Once selected, it will change from the bottom of the list to the top of the form.

Toolbar Options

Save & Close - Save and close the document.
Bring to Front - Bring LEAP to the front of the screen.
Update - Should matter information be updated in your LEAP matter, click Update to refresh the PDF content. Update will also re-run document specific dialogs or questions.

How to Lock an Interactive PDF from Editing

If you intend to send an interactive PDF to a client or other parties to print and sign but do not wish for them to edit it, you can lock the PDF.

Open the PDF.
Click Print or press Ctrl + P.
Select Print To LEAP as the printer.
Click Print.

A separate PDF will generate and the Printed Document window will open.
Enter a Document name.
Select the matter.
Click OK.

Last Modified Date

22/08/2024 3:04 pm

Title

Using Interactive PDFs

URL Name

Using-Interactive-PDFs-AU

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