Nathan Young (Customer) asked a question.
Simpler way to choose from list for precedent - LEAP for Word Add In
I would like to be able to have a form or letter where I can select from a list of people in the LEAP for Word Add In (eg, list of executors) and then the form/letter fills in fields using that selections details from the matter cards.
However, attempting to do this myself, using the Distribution Statement BETA as a guide shows that I'd need intimate Visual Basic knowledge.
Is there a way this can be simplified, so I can easily add to new precedents?
Essentially, for my purposes, all I'd need is to be able to select from fields for my list source on questions. It has that option currently, but then asks for mapping and only gives "Calculation" as an option for the Data Source instead of choosing fields
Hi Nathan,
Thanks for your query. Our Implementations team provide precedent customisation, and are also able to provide training on this. If you're interested in this, you can contact them at implementations@leap.com.au. Alternatively, you can contact our HelpDesk at support@leap.com.au or via the LiveChat.
Kind Regards,
Simon