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Using Custom Fields

  • 15/07/2024
  • Knowledge

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

  • Desktop

Create a New Custom Field

 

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

    The Custom Field List will open in a new window.

  2. Click New.

    The New Field will open in a new window.

  3. Enter the Name.

  4. Select the Type from the drop-down list.

  5. Click OK.

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

  6. Click Save.

Add a Custom Field to a Matter

 

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click Matter Details.

    The Matter Details window will open.

  4. Click the Custom Fields tab.

  5. Click Add.

    The Custom Field List will open in a new window.

  6. Select or tick the checkbox next to the custom field(s).

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

  1. Click OK.

  2. Enter a Value for each custom field(s).

  3. Click OK.

 
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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

 

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click Matter Details.

    The Matter Details window will open.

  4. Click the Custom Fields tab.

  5. Select the custom field.

  6. Click Remove.

  7. Click Yes.

Delete a Custom Field

 

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

    The Custom Field List will open in a new window.

  2. Click the Custom Field.

  3. Click the icon.

  4. Confirm deletion by clicking OK.

 
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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

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

  1. Open the matter with added Custom Fields.

  2. Open or create a new Word document from the matter.

  3. Place your cursor where you wish to insert the custom field.

  4. On the LEAP ribbon, click Editing > Insert Fields.

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

  1. From the list of fields, click the drop-down list and select Custom Fields.

  2. Select the custom field.

  3. Click Insert.

  4. Complete and save Word document.

Last Modified Date
15/07/2024 3:08 am
Title
Using Custom Fields
URL Name
Custom-fields-in-a-Matter-UK

Resolution
Matter Management
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Using Custom Fields