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CommunityIs there a way we can extract client deeds in cards in one download or select a tick box for deeds we want to download rather then having to go into each one to to extract?

Is there a way we can extract client deeds in cards in one download or select a tick box for deeds we want to download rather then having to go into each one to to extract?

Admin Admin (Customer) asked a question.

Is there a way we can extract client deeds in cards in one download or select a tick box for deeds we want to download rather then having to go into each one to to extract?

Joanne Groube likes this.
  • Hi,

     

    Thank you for your query.

     

    There is no direct feature to download client deeds or documents from all cards in one go. Each document associated with a card must be accessed and downloaded individually. This is due to the way documents are stored and managed within the system, ensuring that each document is securely handled.

     

    If you have further questions or need further assistance, please feel free to reach out to our Support Team via AskLEAP or by emailing support@leaplegalsoftware.co.nz.

     

    Regards,

    Zorayda Marcojos-Bagsik

    LEAP Product Team

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Is there a way we can extract client deeds in cards in one download or select a tick box for deeds we want to download rather then having to go into each one to to extract?