Searching for a Document

17/09/2025
Knowledge

How To

Learn how to search for documents on LEAP Desktop using basic keyword & document number searches, and advanced options for more specific queries. Preview search results directly from the Correspondence List.

Desktop
Web

Search for a Document Across All Your Matters

Click the LEAP Menu > Home > under Documents > Search All Correspondence.

The Correspondence Search window will open.
Enter a keyword in the Search Documents field then press Enter.

Click to edit heading

You can also search by document number, click the down arrow in the Search Documents field and select Search By Document Number. Enter the document number and click OK. Click the Search All Matters drop-down menu to select other options.

Click Advanced Search for further options. The Advanced Correspondence Search window will give you access to more search options.

Click a document in the search results to preview the selected document in the preview panel.

To search for a document held by the firm in the Document Register, refer to Search your Document Register.

Search for a Document Within a Matter

Open the matter.
Make sure you're on the Details & Correspondence tab.
Enter a keyword in the Search Correspondence field.

The Correspondence List will narrow down your search results.

Search the Contents of Documents in a Matter

Open the matter.
Make sure you're on the Details & Correspondence tab.
Enter a keyword in the Search Correspondence field.
Click the drop-down arrow of the search icon then select Search in Document Content.

The Correspondence Search window will open and display your search results.
Click a document in the search results to preview the selected document in the preview panel.

How do I find a Client relating to an IRD Number in LEAP?

You may have an IRD Number (Inland Revenue Department Number) as a reference for a payment.

To find a client relating to an IRD Number, locate the client or matter relating to an IRD Number via Correspondence Search as the IRD Number will most likely be located in a correspondence document.

To do this, click the LEAP Menu > Home > under Documents > Search All Correspondence. This will launch the Correspondence Search window where you can enter the IRD Number.

Click to edit heading

When entering an IRD number in Search Correspondence, use spaces only (e.g. 123 456 789) and do not include dashes. Searches using dashes (e.g. 123-456-789) will not return results, even if that format appears in the correspondence.

Search for a Document Within a Matter

Open the matter.
Make sure you're on the Details & Correspondence tab.
Enter a keyword in the Search Correspondence field.

The Correspondence List will narrow down your search results.

Click to edit heading

Click the Filter option to search results by correspondence type.

Last Modified Date

17/09/2025 12:40 pm

Title

Searching for a Document

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Searching-for-a-Document-NZ

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