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CommunityHow can I set up the email subject in LEAP. At present, I have to re-type each matter's subject reference when I send an email as it just comes up "Purchase from" in the subject line so I would need to edit this to say "Smith purchase from Brown" etc.

How can I set up the email subject in LEAP. At present, I have to re-type each matter's subject reference when I send an email as it just comes up "Purchase from" in the subject line so I would need to edit this to say "Smith purchase from Brown" etc.

Michelle Stewart (Stewart Conveyancing) asked a question.

How can I set up the email subject in LEAP. At present, I have to re-type each matter's subject reference when I send an email as it just comes up "Purchase from" in the subject line so I would need to edit this to say "Smith purchase from Brown" etc.

  • Sebastian Figg (LEAP Dev)

    Hi @Michelle Stewart (Stewart Conveyancing)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    To edit the email subject follow the steps below,

     

    1. Open the relevant matter
    2. Within the Matter open the Matter Details by left-clicking on the Matter Number
    3. Navigate to the Matter Title tab
    4. Edit the "Re line" fields as desired

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

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  • Sebastian Figg (LEAP Dev)

    Hi @Michelle Stewart (Stewart Conveyancing)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    To edit the email subject follow the steps below,

     

    1. Open the relevant matter
    2. Within the Matter open the Matter Details by left-clicking on the Matter Number
    3. Navigate to the Matter Title tab
    4. Edit the "Re line" fields as desired

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

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How can I set up the email subject in LEAP. At present, I have to re-type each matter's subject reference when I send an email as it just comes up "Purchase from" in the subject line so I would need to edit this to say "Smith purchase from Brown" etc.