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Enabling Auto Numbering for Your Documents

  • 6/06/2025
  • Knowledge

How To
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Learn how to assign a sequential number to each document created in LEAP and streamline document management by enabling auto-numbering. 

  • Desktop
  • Web

Getting started

 

  1. Click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Documents > Document Numbering.

  3. Tick the Enable Document Numbering checkbox.

  4. Set the start number for your documents.

  5. Click Save.

Use the automatic document number

 

You're able to insert the document number field into any form or precedent. You can do this by editing the required document and inserting the LEAP field Document No from the matter table. See Inserting Fields into Forms/Precedents for more info.

Search for a document using its number

 

Click the LEAP Menu > Home > under Documents > Search All Correspondence. You're able to search for a document using its assigned number, by selecting Search By Document Number from the Search Documents field.

  1. Click  > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Documents > Document Numbering.

  3. Tick the Document Numbering checkbox.

  4. Set the start number for your documents.

  5. Click Save.

Last Modified Date
6/06/2025 1:58 pm
Title
Enabling Auto Numbering for Your Documents
URL Name
Enabling-Auto-Numbering-for-Your-Documents-NZ

Resolution
CorrespondenceInstalling & Setting Up
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Enabling Auto Numbering for Your Documents