Creating a Comment

14/01/2026
Knowledge

How To

Learn how to create, edit, and delete comments on LEAP Desktop, Web, and mobile. Follow these simple steps to manage comments across all your matters.

Desktop
Web
iPhone
iPad
Android

Create a New Comment

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click New Comment on the toolbar or use the keyboard shortcut Ctrl + T.
Click on the toolbar to add the staff member, date and time stamp.
Complete the comment.
(Optional) Enter a Document Name to rename the comment.

Click to edit heading

If Document Name is used when creating a comment, this will be used as the billing description of the AutoTime time entry and the description of the activity itself. If the Document Name is left empty, the first line of the comment will be used instead.
(Optional) Click on the Notify drop-down menu and select a Staff Member to receive a notification regarding the comment.

The Staff Member selected will receive an alert in their Notifications window.

You can open the Notifications window at any time by clicking on the Matter List.
(Optional) Click to print the comment.
(Optional) Click to create a new task.
Click Save & Close.

This feature allows for the addition of notes, suggestions, or questions related to a matter.

Click to edit heading

The Comment window now has a Billable toggle. If the time spent in this window is not intended to be billed, simply turn off the toggle. When the Billable toggle is turned on, clicking Save & Close will automatically generate a Time Entry. You can also view the timer on your comment by clicking the ellipsis in the top right corner of the window and selecting Show Timer.

Edit an Existing Comment

Open the matter.
Make sure you're on the Details & Correspondence tab.
Open the comment.
(Optional) Click on the toolbar to insert a horizontal line.
Clickon the toolbar to add the staff member, date and time stamp.
Edit the comment.
Click Save & Close.

Delete a Comment

Open the matter.
Make sure you're on the Details & Correspondence tab.
Right-click the comment and select Delete.
Provide a reason and click OK.

Restore a Deleted Comment

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click and select Show Deleted Correspondence.

Deleted comments are displayed in red.
Right-click the deleted comment and select Undelete.
Confirm the action.

Create a New Comment

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

The New Comment window will open.
Click on the toolbar to add the staff member, date and time stamp.
Complete the comment.
(Optional) To select a staff member to receive a notification about the comment, click on the default value "None" in the "Assign To" field to display a list of staff members.

The Staff Member selected will have it shown in their Notifications window.

You can open the Notifications window at any time by clicking on the Matter List.
Click Save.

Edit an Existing Comment

Open the matter.
Make sure you're on the Details & Correspondence tab.
Open the comment.
(Optional) Click on the toolbar to insert a horizontal line.
Clickon the toolbar to add the staff member, date and time stamp.
Edit the comment.
Click Save.

Delete a Comment

Open the matter.
Make sure you're on the Details & Correspondence tab.
Right-click the comment and select Delete.

Restore a Deleted Comment

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click and select Show Deleted.
Right-click the deleted comment and select Undelete.

Create a New Comment

Open the matter.
Swipe to or tap the Correspondence tab.
Tap and then New Comment.
Tap on the toolbar to add the staff member, date and time stamp.
Complete the comment.
(Optional) Tap the To field and select a Staff to receive a notification regarding the comment.

The Staff Member selected will have it shown in their Notifications window.

You can open the Notifications window at any time by tapping .
Tap Save.

Edit an Existing Comment

Open the matter.
Swipe to or tap the Correspondence tab.
Open the comment.
Tap on the toolbar to add the staff member, date and time stamp.
Edit the comment.
Tap Save.

Delete a Comment

Open the matter.
Swipe to or tap the Correspondence tab.
Tap next to the comment and then Delete.
Confirm the deletion.

Restore a Deleted Comment

See the Restore a Deleted Comment section under the Desktop tab on this article for more information.

Create a New Comment

Open the matter.
Swipe to or tap the Correspondence tab.
Tap and then New Comment.
Tap on the toolbar to add the staff member, date and time stamp.
Complete the comment.
(Optional) Tap in the To field and select a Staff to receive a notification regarding the comment.

The Staff Member selected will have it shown in their Notifications window.

You can open the Notifications window at any time by tapping .
Tap Save.

Edit an Existing Comment

Open the matter.
Swipe to or tap the Correspondence tab.
Open the comment.
Tap on the toolbar to add the staff member, date and time stamp.
Edit the comment.
Tap Save.

Delete a Comment

Open the matter.
Swipe to or tap the Correspondence tab.
Tap next to the comment and then Delete.
Confirm the deletion.

Restore a Deleted Comment

See the Restore a Deleted Comment section under the Desktop tab on this article for more information.

Create a New Comment

Open the matter.
Swipe to or tap the Correspondence tab.
Tap and then Comment.
Tap on the toolbar to add the staff member, date and time stamp.
Complete the comment.
Tap Save.

Edit an Existing Comment

Open the matter.
Swipe to or tap the Correspondence tab.
Open the comment.
Tap on the toolbar to add the staff member, date and time stamp.
Edit the comment.
Tap Save.

Delete a Comment

Open the matter.
Swipe to or tap the Correspondence tab.
Tap next to the comment and then Delete.
Confirm the deletion.

Restore a Deleted Comment

See the Restore a Deleted Comment section under the Desktop tab on this article for more information.

Last Modified Date

14/01/2026 7:12 pm

Title

Creating a Comment

URL Name

Creating-a-Comment-NZ

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