Using Custom Fields

Jul 29, 2024
Knowledge

How To

Learn how to create Custom Fields and add them to your Matters and Documents.

Desktop

Create a New Custom Field

From the LEAP Matter List, click the LEAP Menu > Settings > Custom Fields.

The Custom Field List will open in a new window.
Click New.

The New Field will open in a new window.
Enter the Name.
Select the Type from the drop-down list.
Click OK.

The new Custom Field you have created will be added and displayed in the Custom Field List.
Click Save.

Add a Custom Field to a Matter

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

The Matter Details window will open.
Click the Custom Fields tab.
Click Add.

The Custom Field List will open in a new window.
Select or tick the checkbox next to the custom field(s).

Click to edit heading

Click New if you wish to create a new custom field from here.

Click OK.
Enter a Value for each custom field(s).
Click OK.

Click to edit heading

If the same custom field is added more than once to a matter, each instance will be labelled with an incremental number, e.g., Interest Rate 1, Interest Rate 2.

Remove a Custom Field from a Matter

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

The Matter Details window will open.
Click the Custom Fields tab.
Select the custom field.
Click Remove.
Click Yes.

Delete a Custom Field

From the LEAP Matter List, click the LEAP Menu > Settings > Custom Fields.

The Custom Field List will open in a new window.
Click the Custom Field.
Click the icon.
Confirm deletion by clicking OK.

Click to edit heading

To restore a deleted field, click the icon and select Show Deleted Fields.

Right-click the deleted field and select Undelete from the drop-down list.

Insert Custom Fields into a Document

Click to edit heading

Custom fields can be used the same way you normally would with inserting fields in documents.

Open the matter with added Custom Fields.
Open or create a new Word document from the matter.
Place your cursor where you wish to insert the custom field.
On the LEAP ribbon, click Editing > Insert Fields.

A list of Content Control fields will display on the right-hand side of the document.

From the list of fields, click the drop-down list and select Custom Fields.
Select the custom field.
Click Insert.
Complete and save Word document.

Last Modified Date

29/07/2024 2:41 AM

Title

Using Custom Fields

URL Name

Using-Custom-Fields-CA

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