Enabling Auto Numbering for Your Documents

06/06/2025
Knowledge

How To

Learn how to assign a sequential number to each document created in LEAP and streamline document management by enabling auto-numbering.

Desktop
Web

Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click Documents > Document Numbering.
Tick the Enable Document Numbering checkbox.
Set the start number for your documents.
Click Save.

Use the automatic document number

You're able to insert the document number field into any form or precedent. You can do this by editing the required document and inserting the LEAP field Document No from the matter table. See Inserting Fields into Forms/Precedents for more info.

Search for a document using its number

Click the LEAP Menu > Home > under Documents > Search All Correspondence. You're able to search for a document using its assigned number, by selecting Search By Document Number from the Search Documents field.

Click > Settings.

The LEAP Application Settings will open in a new window.
Click Documents > Document Numbering.
Tick the Enable Document Numbering checkbox.
Set the start number for your documents.
Click Save.

Last Modified Date

6/06/2025 1:57 am

Title

Enabling Auto Numbering for Your Documents

URL Name

Enabling-Auto-Numbering-for-Your-Documents-CA

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