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Sending Messages via LEAP Mobile

  • 20/09/2024
  • Knowledge

How To
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With the LEAP Messaging feature, you can send messages directly from a matter in LEAP Desktop or Mobile that will be received as an SMS by the recipient. 

 
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Sending text messages requires the LEAP Mobile App to be installed on your preferred device. Messages will be sent via iMessage, SMS or Android Messages and standard data/text message rates will apply. 

 
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If your Firm Admin has restricted your access to LEAP Mobile, you will need to log into the Authenticator side of the LEAP Mobile App. Please see our article LEAP Mobile Authenticator for more information.

  • Desktop
  • iPhone
  • Android

Installing the LEAP Mobile App

 

To be able to send text messages you will need to install the LEAP Mobile app.

For instructions on how to download the LEAP Mobile app onto your iPhone or Android device, please click here.

Getting Started

 
 
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To send messages via the LEAP Mobile App, the client card requires a valid mobile number entered in the Phone/Mobile field within the Contact section.

  1. Open the matter.

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

  3. In the left Details pane, right or double click on the client name to open the card details.

  4. Under the General tab > Contact section, enter a valid mobile number within the Phone or Mobile field if not already completed.

    Card Set Up

    You can have multiple mobile numbers and will be able to select which number to use before sending.

  5. Click Save & Close.

You will return to the Details & Correspondence window.

Sending a Message via Mobile

 

  1. Open the matter.

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

     
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    To be able to send a message via your LEAP Mobile app, the client card requires a valid mobile phone number in either the Phone or Mobile fields of the contact section. See the Getting Started section above on where to enter the number.

  3. Right-click the card that you wish to send a text message to and select Message via Mobile.

    The Text Message window will open.

  4. Select the number you want to use for the text message from the list of numbers saved on the client card.

    Select Number.png

  5. Enter your text message in the Message section.

  6. Click Send.

 
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A notification of the text message requested will be sent to your LEAP Mobile app on your relevant mobile device.

 

To continue sending the text message, please select your mobile device via the tabs above and see the section Sending a Message via LEAP Desktop Request.

 
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If you're viewing this article on your iPhone, click here to download the LEAP Mobile App for iOS if not already installed.

Sending a Message via LEAP Desktop Request

 

When a text message is created in LEAP Desktop, a notification will be sent to your mobile device where LEAP is installed, informing you about the request.

  1. Tap the Text Message Request notification from LEAP Desktop on your mobile device.

    LEAP Notification on Iphone

  2. The New Message window will open with the selected mobile number and the prepopulated message you entered via LEAP Desktop.

    iPhone message

 
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You can change the mobile number at this stage by removing the number and tapping the iphone add icon to add another number.

  1. Tap the Send iPhone button to send the text message.

Once sent, a copy of the SMS will be saved in the Correspondence List from where you can tap to view it.

SMS on iPhone

Sending a Message via Mobile

 

  1. Open the LEAP Mobile app and tap Matters.

    Select the matter you wish to work on and tap to open it.

  2. From the Details tab, tap the card that you wish to send a message to.

    The Client card screen will open displaying all of the contact information of the selected card.

  3. Tap the Iphone Text icon next to the mobile number to send a text message. 

    The New Message screen will open.

  4. Type or dictate your message and tap the Send iPhone button to send.

  5. Once sent, a copy of the SMS will be saved in the Correspondence List from where you can tap to open it.

    SMS on iPhone

 
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You may also send a text message via the Correspondence tab. Tap the + icon mobile app.png icon and select New Message to generate a new SMS.

Additional Options

 

For additional SMS actions, tap the Elipses iOS icon next to it in the Correspondence List.

You will have the following options:

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If you're viewing this article on your Android device, click here to download the LEAP Mobile App for Android if not already installed.

Sending a Message via LEAP Desktop Request

 

When a text message is created in LEAP Desktop, a notification will be sent to your mobile device where LEAP is installed informing you about the request.

  1. The LEAP icon will appear at the top of your mobile device.

    LEAP Icon on phone

  2. Swipe down to view the notification and tap to open the request.

    LEAP Icon on phone details

  3. The New Message window will open with the selected mobile number and the prepopulated message you entered via LEAP Desktop.

    Mobile phone

 
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You can change the mobile number at this stage by tapping the Delete icon next to the mobile number to remove then tap add to add another number.

 
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When adding a new mobile number in the To field, ensure to press Done on your device's keypad after entering the number for the send button to reappear.

  1. Tap Send.

    When prompted, choose the app you want to Open with, such as Messages or WhatsApp. Then, select 'Just once' or 'Always' to set it as default option for future use.

 
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To change default app settings, go to your phone Settings > Apps > Choose default apps.

  1. Depending on the option you selected above, your draft text message will open and you can send it from your preferred app.

Once sent, a copy of the SMS will be saved in the Correspondence List from where it can be opened or previewed.

SMS on Android

Sending a Message via Mobile

 

  1. Open the LEAP Mobile app and tap Matters.

    Select the matter you wish to work on and tap to open it.

  2. From the Details tab, tap the card that you wish to send a message to.

    The Client card screen will open displaying all of the contact information of the selected card.

  3. Tap the icon next to the mobile number to send a text message.

    The New Message screen will open.

  4. Type the message that you wish to send.

    Mobile phone

 
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The  send  button will only appear once you start typing a message and a valid mobile number is entered in the To field.

  1. Tap Send.

  2. Your draft text message will open and you can send it from your preferred app, such as Messages or WhatsApp.

Once sent, a copy of the SMS will be saved in the Correspondence List from where you can tap to open it.

SMS on Android

 
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You may also send a text message via the Correspondence tab. Tap the + icon mobile app.png icon and select Message to generate a new SMS.

Additional Options

 

For additional SMS actions, tap the Elipses iOS icon next to it in the Correspondence List.

You will have the following options:

  • Move to Folder
  • Pin to top
  • Rename
  • Delete
Last Modified Date
20/09/2024 1:08 pm
Title
Sending Messages via LEAP Mobile
URL Name
Sending-Messages-via-LEAP-Mobile-NZ

Resolution
SmsLeap Mobile
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Sending Messages via LEAP Mobile