Precedent Folders

17/03/2026
Knowledge

How To

You can add folders to the Forms & Precedents window so that you can order and arrange your precedents as you want them. It will also enable you to separate your custom precedents from LEAP precedents. You're also able to create a folder within a folder.

Desktop
Web

Create a New Precedent Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Precedents.

The Forms & Precedents window will open.
Make sure you're on the Browse tab.
Navigate to the location you would like to create the new precedent folder.
Right-click on the right-hand side of the window then select New > Folder.
Enter the name of the precedent folder.
Click OK.

Delete a Precedent Folder

Click to edit heading

You will not be able to delete a root folder on the left pane of the Forms & Precedents window.Custom folders inside of these Matter type folders can only be deleted once they are empty.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Precedents.

The Forms & Precedents window will open.
Make sure you're on the Browse tab.
Navigate to the location you would like to delete the precedent folder.
Right-click the precedent folder then select Delete.
Enter a reason for the deletion.
Click OK.

Restore a Deleted Precedent Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Precedents.

The Forms & Precedents window will open.
Make sure you're on the Browse tab.
Navigate to the location you would like to restore the deleted precedent folder.
Click at the top-right then select Show Deleted Precedents.
Right-click the deleted precedent folder then select Undelete.
Click Yes.

You may also check Orphaned Precedents for precedents that appear to be missing.

Add an External Precedents Folder

Click to edit heading

You can maintain and keep your own precedents locally on your computer or a networked location outside of LEAP and still use them within LEAP.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Precedents.

The Forms & Precedents window will open.
Click the External Precedents Folder tab.
Click Select Folder.

The Select External Precedents Folder window will open.
Select the folder.
Click Select Folder.

All folders and documents from the selected folder will appear in the Forms & Precedents window in a directory structure.

If new folders and documents are added to the selected folder, right-click on the left-hand side of the Forms & Precedents window then select Refresh List.

Click to edit heading

To deselect the folder, click User-added image then select Deselect Current Folder.

Create a New Precedent Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Precedents.

The Forms & Precedents window will open.
Navigate to the location you would like to create the new precedent folder.

Click to show the folders pane on the left.
Click to create a New Folder.
Enter the name of the new precedent folder.
Press the Enter key.

Last Modified Date

17/03/2026 12:08 am

Title

Precedent Folders

URL Name

Template-Folders-CA

Resolution