Converting Documents to PDF

09/04/2026
Knowledge

How To

You can save a document as a PDF within LEAP as well as combine a number of documents into a single PDF file. Combining multiple documents into one PDF file can save you time with email attachments and packaging a set of documents for an entire contract.

Desktop
Web

Convert a Single Document to PDF

Open the matter.
Make sure you are on the Details & Correspondence tab.
Find and select the document in the Correspondence List.
Right-click the document and select Create PDF.

The Create PDF will open in a new window.

If you tick the option 'Do not show this window again,' the Create PDF window will no longer appear the next time you create a PDF.

Click to edit heading

To restore the Create PDF window, which allows you to rename the document, click the three dots (...) in the top-right corner of the matter page and select Reset PDF Preferences.
(Optional) Rename the PDF document.
(Optional) Click Add more documents to select other documents to create a combined PDF or multiple PDF documents.

See Convert Multiple Documents to PDF below for more information.
(Optional) Tick Secure to restrict editing to the PDF document.

If you experience a message saying, 'Header Checksum Illegal' or 'PDF is protected with an encryption', then untick Secure.
(Optional, requires Secure to be enabled) Tick Custom Password to set your own password for the PDF document.

Setting a custom password will restrict modifications to the PDF (e.g. editing or commenting), but it will not prevent the document from being opened or viewed.

To modify or remove these restrictions, you will need a PDF editing tool (such as Adobe Acrobat) and the password used when creating the PDF.

For more information, see Adobe’s guide on removing PDF passwords by clicking here.

Click to edit heading

LEAP does not provide functionality to completely restrict access to individual documents, you may restrict staff access to the matter in which the document is stored. For more information, please refer to Restricting Staff Access to a Matter.
Click Create PDF.

Click to edit heading

If you tick the option 'Do not show this window again,' the Create PDF window will no longer appear the next time you create a PDF. To restore the Create PDF window and allow you to rename the document, click the three dots (...) in the top right corner of the matter page and select Reset PDF Preferences.

Convert Multiple Documents to PDF

Open the matter.
Make sure you are on the Details & Correspondence tab.
Find and select the documents in the Correspondence List.

To select multiple documents, hold Ctrl on your keyboard and click the documents.

If you accidentally select the wrong document, hold Ctrl on your keyboard and click the document again to unselect.
Right-click any of the selected documents and select Create Combined PDF.

The Create PDF will open in a new window.
Rename the combined PDF document.
(Optional) Tick Secure to restrict editing to the PDF document.

If you experience a message saying, 'Header Checksum Illegal' or 'PDF is protected with an encryption', then untick Secure.
(Optional, requires Secure to be enabled) Tick Custom Password to set your own password for the PDF document.

Setting a custom password will restrict modifications to the PDF (e.g. editing or commenting), but it will not prevent the document from being opened or viewed.

To modify or remove these restrictions, you will need a PDF editing tool (such as Adobe Acrobat) and the password used when creating the PDF.

For more information, see Adobe’s guide on removing PDF passwords by clicking here.

(Optional) Untick Combine if you would like to not combine the selected documents into a single PDF document, but create separate PDF documents.
(Optional, Combine required) Tick Create Bookmark to dynamically insert bookmarks for each documents which will be available in the combined PDF document.
Select a document and click Up/Down arrows to change the order that the documents will be displayed in the combined PDF document.

You also can click and drag a document to change the order.
You can add additional documents by drag and drop the document from the Correspondence List of the matter or a document from your computer into the Create PDF window.

You also can right-click a document and select Add Files to select a document from your computer.
You can right-click a document and select Restore Removed Documents to restore document(s) you removed from the Create PDF window.
Click Create PDF.

Click to edit heading

If you encounter any problems when combining PDFs, please restart your device and try again.

Convert Documents to PDF for Emailing

Open the matter.
Make sure you are on the Details & Correspondence tab.
Find and select the document(s) in the Correspondence List.

To select multiple documents, hold Ctrl on your keyboard and click the documents.

If you accidentally select the wrong document, hold Ctrl on your keyboard and click the document again to unselect.
Right-click a selected document and select Share > Email PDF.

A new email will open in Microsoft Outlook that has the PDF document(s) as an attachment(s).

Click to edit heading

LEAP does not currently support dragging and dropping documents directly into an email. This functionality is not guaranteed by LEAP, and attempting to use drag-and-drop may result in inconsistent behavior.

Update Combined PDF

Click to edit heading

You can only update a combined PDF created in LEAP.

Open the matter.
Make sure you are on the Details & Correspondence tab.
Find and select the PDF document in the Correspondence List.
Right-click the PDF document and select Update PDF.

The Update PDF will open in a new window.
Make the desired changes.
Click Update PDF.

Convert Documents to PDF

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Create PDF.

The Create PDF will open in a new window.
Find and select the documents under Item.

The selected documents will be placed under Selected Correspondence list.
(Optional) Toggle Combine into single PDF to On if you wish to combine all the selected documents into a single PDF document.
(Optional, Combine into single PDF required) Rename the Document Name when creating a combined PDF document.
(Optional) Toggle Secure to On if you wish to restrict editing on the PDF document.
Click Create.

Convert Documents to PDF for Emailing

Click to edit heading

You must link your Microsoft 365 account in order to create emails in LEAP Web.

For more information, please see Application Settings - Integrations > Email Accounts section.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Create PDF.

The Create PDF will open in a new window.
Find and select the documents under Item.

The selected documents will be placed under Selected Correspondence list.
(Optional) Toggle Combine into single PDF to On if you wish to combine all the selected documents into a single PDF document.
(Optional, Combine into single PDF required) Rename the Document Name when creating a combined PDF document.
(Optional) Toggle Secure to On if you wish to restrict editing on the PDF document.
Click Create & Email.

The Create PDF window will close and New Email will open in a new window with the PDF document(s) as an attachment(s).

Last Modified Date

9/04/2026 3:53 pm

Title

Converting Documents to PDF

URL Name

Converting-a-document-to-PDF

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