LEAP Desktop: Document Automation

LEAP Desktop: Document Automation

Discover how to use the powerful document automation features available in LEAP Desktop.

What you will learn

Delivering consistency to your clients through automated documents saves you time and provides consistency.  This course explains how to set up and configure your letterhead and precedents, including how to use the powerful document automation features available in LEAP Desktop.  Learn how to insert automated fields and eSignatures to simplify document production.

Lessons and assessments17 min

  • Editing your Letterhead 2 min
  • Editing Precedents 2 min
  • Creating Precedents 2 min
  • Importing Precedents 3 min
  • Automated Fields (Legacy) 2 min
  • Electronic Signatures 2 min

What you will learn

Delivering consistency to your clients through automated documents saves you time and provides consistency.  This course explains how to set up and configure your letterhead and precedents, including how to use the powerful document automation features available in LEAP Desktop.  Learn how to insert automated fields and eSignatures to simplify document production.

Lessons and assessments17 min

  • Editing your Letterhead 2 min
  • Editing Precedents 2 min
  • Creating Precedents 2 min
  • Importing Precedents 3 min
  • Automated Fields (Legacy) 2 min
  • Electronic Signatures 2 min