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Adding documents from LEAP to your bundle
Adding documents from LEAP to your bundle

How to add documents stored in LEAP to your bundle.

Updated over 2 weeks ago

The LEAP connector is available to SOLO and TEAM accounts.

To add LEAP documents to your bundle, open your bundle to the main bundle page. From here you can click the "Add new" button to open the add menu.

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With the add menu now open, you should see a tab with the LEAP logo on the top. Click this tab to start browsing your LEAP matters and documents.

You can open a matter either by left-clicking it in the list (this list will dynamically load as you scroll down). Alternatively, you can search for a specific matter using the search bar in the top right.

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To open a matter, simply left-click on it. This will open up the matter to reveal its contents, shown below:

  1. This is the navigation trail, you can use this to navigate through your matters

  2. Here you will see all folders contained in your selected matter. You can left-click on these folders to open them, view your documents and then use the breadcrumb trail to navigate back

  3. Here are all the documents in the root directory of the matter

  4. This search box can be used to search for documents

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To add documents, simply left-click your selected document. You are able to select multiple documents at the same time - your selected documents will be highlighted in yellow and appear in a list on the right. To deselect a document, left-click it again.

Once you have all of your documents selected, you must choose which section to add these to. To do this, you can use the section selection dropdown in the bottom right, next to the "Add" button. Once this is complete, clicking the "Add" button will add the selected documents to your selected section.

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