Creating a Card

How To

You can create person and organization cards along with other actions on LEAP Desktop, Web and Mobile.

Desktop
Web
iPhone
iPad
Android

Create a New Person Card

Click the LEAP Menu > Home > under Cards > New Card.
Make sure People is selected under Card Type.

Click to edit heading

To enable or disable auto-capitalization of names, click the ellipsis > Auto Capitalize Name > tick or untick First Name or Last Name.

Additionally, you can enable or disable the auto-capitalization of addresses by clicking the ellipsis and ticking or unticking Auto Capitalize Address Search Result.

The auto-capitalization selection is a firm wide setting that applies across both Cards and People.
Enter the person's details in the General tab under Personal Details.
Click to edit heading
As you enter the name, a prompt suggesting existing cards and people will appear.
- Switch to card will use that selected card with all the existing information. (A new card will not be created when you save)
- Select from people will use only the information for that particular person. (A new card will be created when you save)
- The Suggested Cards and People pane will now display the full address of the Card.
- The card does not have a dedicated field for a middle name; however, you can include it as part of the first name.
Click on the photo placeholder image and select the image file. You can also drag and drop a new photo. The file size should not exceed 2MB.
(Optional) Click the Other and Additional Fields tabs to enter more information.
Click the General Details tab under Card Details.
The Letter Title is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, untick Auto.
The Letter Dear usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, untick Auto.
Select either Friendly (all correspondence will use the person's first name) or Formal (all correspondence will use the person's title and last name).
Click the Address tab under Card Details.

Click to edit heading

The autocomplete feature displays valid addresses from Google for you to collect real and mistake-free data.
Enter the person's address.

As you begin typing into the Search Address box, you will be presented with a list of possible matches in real time.

Select a match to fill the relevant address fields.

(Optional) Instructions that you enter here will appear with the address on any correspondence. For instance, you could enter Private and Confidential.

(Optional) Select P.O. Box or DX to enter one.
(Optional) Click the Future Address dropdown and enter a Street Address, P.O. Box or DX with Valid From/To dates.

As you begin typing into the Search Address box, you will be presented with a list of possible matches in real time.

Select a match to fill the relevant address fields.

Click to edit heading

All correspondence created during the selected period will be addressed to the future address. If a To date is not entered/selected, then the future address will be used indefinitely.
Click the Notes & Other tab under Card Details.
In the Notes & Other textbox, enter any information that you want to record about your client for internal purposes only. This information is not displayed on any correspondence.
(Optional) Enter Bank Account details for the person.
(Optional) Tick the Supplier checkbox if the person is also a supplier so that the information on the card can be included in accounting transactions.
(Optional) Tick the Marketing Consent checkbox for use in the Client Details Report.

Click to edit heading

If two or more people share the same address, they can be included together on the one card.

Click next to People on Card and then complete the information. The additional person will then be added to the card.

Please note, if the card relates to other matters, the new person will be added to those matters as well. If you don’t want this the happen, you should create a separate card for this new person.
Click Save & Close.

Create a New Organization Card

Click the LEAP Menu > Home > under Cards > New Card.
Select the organization type under Card Type:
- Business/Partnership - refers to organizations such as solicitors and real estate agents.
- Company - refers to an organization that holds a company title, i.e., Inc, LLC, LLP or LC.
- Government Department - refers to organizations such as courts and councils.
- Trust - refers to the relationship in which a trustee holds the title to a property for the benefit of another, such as a Trust Estate or Trust Property.
Click to edit heading

To enable or disable auto-capitalization of names, click > Auto Capitalize Name > tick or untick First Name or Last Name.

The auto-capitalization selection is a firm wide setting that applies across both Cards and People.
Click to edit heading

The company lookup feature displays verified organization details and addresses from Google for you to quickly create Organization Cards.

Type a valid Business/Partnership, Company, Government Department or Trust name into the Search box, you will be presented with a list of possible matches in real time.

Select a match to fill the relevant company and address fields.

You may also wish to fill the details in manually.
Click to edit heading
As you enter the name, a prompt suggesting existing cards and people will appear.
- Switch to card will use that selected card with all the existing information. (A new card will not be created when you save)
- Select from people will use only the information for that particular person. (A new card will be created when you save)
The Letter Title is the name of the organization you are writing to and displayed above the address. This is automatically displayed. To edit it, untick Auto.
The Letter Dear usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, untick Auto.
Select either Friendly (all correspondence will use the staff member's first name) or Formal (all correspondence will use the staff member's title and last name).
(Optional) Enter a matter reference in the Ref. for Matter field (if in a matter).

This means that any letters written to this organization for this matter will automatically include the organization's reference in the Your Ref field. The reference will also be displayed on the matter next to the card.
Click the Address tab under Card Details.
If in Step 3 the company lookup feature was used, you will find the address details populated here. If not, enter the organization's address.

As you begin typing into the Search Address box, you will be presented with a list of possible matches in real time.

Select a match to fill the relevant company and address fields.

(Optional) Instructions that you enter here will appear with the address on any correspondence. For instance, you could enter Private and Confidential.

(Optional) Select P.O. Box or Registered Office to enter one.
(Optional) Click the Future Address dropdown and enter a Street Address or P.O. Box with Valid From/To dates.

As you begin typing into the Search Address box, you will be presented with a list of possible matches in real time.

Select a match to fill the relevant address fields.

Click to edit heading

All correspondence created during the selected period will be addressed to the future address. If a To date is not entered/selected, then the future address will be used indefinitely.
Click the Notes & Other tab under Card Details.
In the Notes & Other textbox, enter any information that you want to record about your client for internal purposes only. This information is not displayed on any correspondence.
(Optional) Enter Bank Account details for the organization.
(Optional) Tick the Supplier checkbox if the organization is also a supplier so that the information on the card can be included in accounting transactions.
(Optional) Tick the Marketing Consent checkbox for use in the Client Details Report.
(Optional) Enter a matter reference in the Ref. for Matter field (if in a matter).

This means that any letters that are written to this organization for this matter will automatically include the organization's reference in the Your Ref field. The reference will also be displayed on the matter next to the card.

Add Staff to an Organization Card

You can add individual staff members to organization cards. Please note that it is not possible to add an entire other company as a staff member to an organization card. Follow these steps to add additional staff members to an organization card:

Click the LEAP Menu > Home > under Cards > View Cards.
Search and open the relevant Organisation Card.
Click next to Staff to add a staff member.
Enter the staff's details.
Click to edit heading
As you enter the name, a prompt suggesting existing cards and people will appear.
- Switch to card will use that selected card with all the existing information. (A new card will not be created when you save)
- Select from people will use only the information for that particular person. (A new card will be created when you save)
Click Save & Close.

Click to edit heading

The number in brackets next to 'Staff' indicates the number of staff that have been added to the organization.

Remove People from a Person Card

Click the LEAP Menu > Home > under Cards > View Cards.
Open the card.
Click the person under People on Card.
Click .
Confirm the deletion.
Click Save & Close.

Remove Staff from an Organization Card

Click the LEAP Menu > Home > under Cards > View Cards.
Open the card.
Click the staff under Staff on Card.
Click .
Confirm the deletion.
Click Save & Close.

Edit a Card

Click to edit heading

When you update details on a card in a specific matter, those changes will apply to all matters linked to that card. This happens because the matters are referencing the same card for that information.

To prevent this and ensure the update only affects one matter, you need to create a new card with the revised details for that specific matter.

This will update the details for that one matter, while keeping other linked matters unaffected.

Click the LEAP Menu > Home > under Cards > View Cards.
Open the card.
Make any necessary edits to the card.
To update the current or future address, click on Address under the Card Details section. Additionally, in the Notes and Others section, you can add the client's bank account information.
Click Save & Close.

Click to edit heading

When updating your contact information, such as email or phone number in the ‘Personal Details’ section, please note that it does not automatically reflect in the ‘Details’ section on the card. Users must manually update contact details in both sections to ensure consistency. However, if a Person’s Email matches the one on their Card, updating it in the Personal Details window will also sync it with the card, reducing the need for separate updates.

Delete a Card

You can delete a card in order to remove the associated contact from the card list. To delete a card, please refer to the steps below:

A card cannot be deleted if it is currently assigned to a matter. The system also does not currently allow the permanent (hard) deletion of cards.

Click the LEAP Menu > Home > under Cards > View Cards.
Right-click the card and select Delete.
Confirm the deletion.

Restore a Card

Click the LEAP Menu > Home > under Cards > View Cards.
Click and select Show Deleted Cards.

Deleted cards are displayed in red.
Right-click the deleted card and select Undelete.
Confirm the action.

Merge Two Cards

Please note that no contact details from the card being replaced will be transferred to the selected card. Be sure to review the cards before merging to prevent any data loss. However, document packets linked to the card will be transferred.

Click the LEAP Menu > Home > under Cards > View Cards.
Select the first card.
Hold Ctrl and select the second card.
Once the two cards are selected, right-click and select Merge Cards.

The two cards and their related matters will display.
Select the card you wish to keep and click OK.

The cards will be merged and all related matters will be assigned to the selected card.

Add a Document to a Card

Import a Document into a Card

Click the LEAP Menu > Home > under Cards > View Cards.
Open the card.
Click the Documents tab under Card Details.
Click Import Document.

The Import window will open.
Select the document and click Open.
Click Save & Close.

Copy a Document to a Card

You can copy a document from a matter's correspondence list to a card.

Open a matter.
Right-click on a document and select Copy to Card.
Search for the card you would like to add the document to and click Select.

The document will be added to the Documents tab of the Card.

Click to edit heading

Documents can be copied from the Documents tab of the card to the matter by right-clicking on a document and selecting Copy to Matter.

You can also copy documents from the card to Safe Custody by right-clicking on a document and selecting Copy to Safe Custody.

Click to edit heading

You can drag and drop a document from any matter's correspondence list to the Documents tab of a card to copy the document.

Create a Document Shortcut to a Card

You can create a shortcut to a document on a card.

Open the matter.
Right-click on a document and select Shortcut to Card.
Search for the card you would like create the document shortcut in and click Select.

A shortcut to the document will be added to the Documents tab of the card.

Click to edit heading

You cannot create a shortcut to a document on a card if a shortcut to that document already exists.

Delete a Document on a Card

To delete a document from a card:

Open the Card window and click on the Documents tab on the left.
Select the document that you'd like to Delete.
Right click on the document and select Delete.

A window will pop up for you to confirm your action.

Click to edit heading

The deleted document will appear in Red in the Document list. To restore the document, right click on the deleted document and select Undelete.

Print Card Statement of Account

Users can a Print Statement of Account for a particular person or organisation from the card details window. This statement combines all the matters associated with the card and lists Matters Number, Invoice Number, Amount Paid, and Balance Due. This is a debtors statement that lists all matters with outstanding invoices for a particular client.

Open your card.
Click the Print icon in the top left corner of the window.
A PDF version of the Card's Statement of Account will open in a new window and can be printed or downloaded.

Create a New Person Card

Click > Home > under Cards > View Cards > New Card.
Make sure People is selected under Card Type.

Click to edit heading

Click the ellipsis icon in the top-right of the card for the following options:

Auto Capitalize Name > Given Names or Surname: You can enable or disable the auto-capitalization of names.
Auto Capitalize Address Search Result: You can enable or disable automatic capitalization of addresses.
Exclude Country Field for Local Address: If the selected address is within Canada, the country field will be left blank.
Enable Global Address Search: You can enable the address search to look for address in any country.

Note: The Auto-Capitalization selection is a firm wide setting that applies across both Cards and People.

Enter the person's details in the General tab under Personal Details.

Click to edit heading

As you enter the name, a prompt suggesting existing cards and people will appear.

Switch Card will use that selected card with all the existing information. (A new card will not be created when you save)
Add People will use only the information for that particular person. (A new card will be created when you save)

(Optional) Click the Other and Additional Fields tabs to enter more information.
Click the General Details tab on the left.
The Recipient Name is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, untick Auto.
The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, untick Auto.
Select either Friendly (all correspondence will use the person's first name) or Formal (all correspondence will use the person's title and last name).
Click the Address tab on the left.
You're able to either search for a street address using Google Maps or enter the street address manually:
- To search for an address, start typing into the Search address field to use Google Maps to find the address. Once you find the address, select it and edit it, if required.
- To manually enter the address, select Manual Entry and enter the address details.
- To enter the Street Address, P.O. Box or D.X, click on the relevant tab.
(Optional) Under Future Address, enter a Street Address, P.O. Box or DX with Valid From/To dates.

All correspondence created during the selected period will be addressed to the future address. If a To date is not entered/selected, then the future address will be used indefinitely.
Click the Notes & Other tab on the left.
(Optional) Enter Bank Account details for the person.
(Optional) Tick the Supplier checkbox if the person is also a supplier so that the information on the card can be included in accounting transactions.
(Optional) Tick the Marketing Consent checkbox for use in the Client Details Report.

Click to edit heading

If two or more people share the same address, they can be included together on the one card.

Click next to People on Card and then complete the information.

Please note, if the card relates to other matters, the new person will be added to those matters as well. If you don’t want this the happen, you should create a separate card for this new person.

Click Save.

Create a New Organization Card

Click > Home > under Cards > View Cards > New Card.
Select the organization type under Card Type:
- Business/Partnership - refers to organizations such as solicitors and real estate agents.
- Company - refers to an organization that holds a company title, i.e., Inc, LLC, LLP or LC.
- Government Department - refers to organizations such as courts and councils.
- Trust - refers to the relationship in which a trustee holds the title to a property for the benefit of another, such as a Trust Estate or Trust Property.
Under Lookup, search for organizations to automatically fill in company name, address details, phone number and website details.

Click to edit heading

Click the ellipsis icon in the top-right of the card for the following options:

Auto Capitalize Name > Given Names or Surname: You can enable or disable the auto-capitalization of names.
Auto Capitalize Address Search Result: You can enable or disable automatic capitalization of addresses.
Exclude Country Field for Local Address: If the selected address is within Canada, the country field will be left blank.
Enable Global Address Search: You can enable the address search to look for address in any country.

Note: The Auto-Capitalization selection is a firm wide setting that applies across both Cards and People.

Enter the organization's details under General Details.

Click to edit heading

As you enter the name, a prompt suggesting existing cards and people will appear.

Switch Card will use that selected card with all the existing information. (A new card will not be created when you save)
Add People/Staff will use only the information for that particular person. (A new card will be created when you save)

(Optional) Enter a matter reference in the "Your" Reference for Matter field (if in a matter).

This means that any letters that are written to this organisation for this matter will automatically include the organisation's reference in the Your Ref field. The reference will also be displayed on the matter next to the card.

The Recipient Name is the name of the organization you are writing to and displayed above the address. This is automatically displayed. To edit it, untick Auto.
The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, untick Auto.
Select either Friendly (all correspondence will use the staff member's first name) or Formal (all correspondence will use the staff member's title and last name).
Click the Address tab on the left.
You're able to either search for a street address using Google Maps or enter the street address manually:
- To search for an address, start typing into the Search address field to use Google Maps to find the address. Once you find the address, select it and edit it, if required.
- To manually enter the address, select Manual Entry and enter the address details.
- To enter the Street Address, P.O. Box or D.X, click on the relevant tab.
(Optional) Under Future Address, enter a Street Address, P.O. Box or DX with Valid From/To dates.

All correspondence created during the selected period will be addressed to the future address. If a To date is not entered/selected, then the future address will be used indefinitely.
Click the Notes & Other tab on the left.
In the Notes & Other textbox, enter any information that you want to record about your client for internal purposes only. This information is not displayed on any correspondence.
(Optional) Enter Bank Account details for the organization.
(Optional) Tick the Supplier checkbox if the organization is also a supplier so that the information on the card can be included in accounting transactions.
(Optional) Tick the Marketing Consent checkbox for use in the Client Details Report.
Click next to Staff on Card.
Enter the staff's details.

Click to edit heading

As you enter the name, a prompt suggesting existing cards and people will appear.

Switch Card will use that selected card with all the existing information. (A new card will not be created when you save)
Add People/Staff will use only the information for that particular person. (A new card will be created when you save)

Click next to Staff on Card if you wish to add another staff member to the card.
Click Save.

Add Staff to an Organization Card

Click the LEAP Menu > Home > under Cards > View Cards.
Click next to Staff on Card to add a staff member.
Enter the staff's details.

Click to edit heading

As you enter the name, a prompt suggesting existing cards and people will appear.

Switch card will use that selected card with all the existing information. (A new card will not be created when you save)
Add people will use only the information for that particular person. (A new card will be created when you save)

Select the staff you want to add to the card.
Click Load to confirm that you want to select the person.
Click Save.

Click to edit heading

The number in brackets next to 'Staff on card' indicates the number of staff that have been added to the organization.

Remove People from a Person Card

Click > Home > under Cards > View Cards.
Open the card.
Click the person under People on Card.
Click .
Confirm the deletion.
Click Save.

Remove Staff from an Organization Card

Click > Home > under Cards > View Cards.
Open the card.
Click the staff under Staff on Card.
Click .
Confirm the deletion.
Click Save.

Delete a Card

A card can't be deleted if it's assigned to a matter.

Click > Home > under Cards > View Cards.
Right-click the card and select Delete.
Confirm the deletion.

Restore a Card

Click > Home > under Cards > View Cards.
Click and select Show Deleted.
Right-click the deleted card and select Undelete.
Confirm the action.

Additional Details

To enter additional information regarding General details for the card, such as the Medicare and pension number, Centrelink reference, etc., or the POA details and UCPR Identifiers, click on the Additional Details tab on the left.

Add a Document to a Card

Import a Document into a Card

Click > Home > under Cards > View Cards.
Open the card.
Click the Documents tab.
Click Import Document.
Select the document and click Open.

The Import window will open.
(Optional) Toggle off Use current time as created time if you wish to retain the document's original created date during upload.
Click Upload.

Click to edit heading

Right-click on a document to access the following options:

Preview – View a preview of the document.
Download – Download a copy of the document to your computer.
Delete – Remove the document from the card.

Print Card Statement of Account

Users can print a card’s Statement of Account from the card details window. This statement details all the matters associated with the card and lists total invoices, amounts paid, and balance due.

Open the Card Details window.
Click Print Statement at the bottom of the window.
A PDF version of the Card's Statement of Account will open in a new window and can be printed or downloaded.

Create a New Person Card

Tap.
Tapand then People.
You're able to either import a contact from your mobile device or manually enter the new person details.
- To import a contact from your mobile device, tap Import and select a contact from your contact list.
- To manually enter the person details, enter the New Person details such as:
- - Title
  - First Name
  - Last Name
  - Phone
  - Email
(Optional) Tap More Fields to add extra fields such as:
- Web
- Gender
- Other Names
- Nationality
- Birth & Death Info
(Optional) Select Add Another Person if you wish to add another person to the card.
Tap Next to continue to Address.
You're able to either search for a street address using Google Maps or enter the street address manually:
- To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
- To manually enter the address, tap Enter Address Manually and enter the address details.
- To enter a P.O. Box or D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.
(Optional) Tap Add Future Address to enter the details of a known future address such as:
- Valid From
- Valid To
Tap Next to continue to Letter.
The Recipient Name is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.
The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.
The Formal Greeting Style can be set as either Friendly (toggle Off, all correspondence will use the person's first name) or Formal (toggle On, all correspondence will use the person's title and last name.
(Optional) Tap More Fields to add extra fields such as:
- Bank Account
- Other
Tap Save.

Create a New Organization Card

Tap.
Tapand then:
- Business/Partnership - refers to organizations such as solicitors and real estate agents.
- Company - refers to an organization that holds a company title, i.e., Inc, LLC, LLP or LC.
- Government Department - refers to organizations such as courts and councils.
- Trust - refers to the relationship in which a trustee holds the title to a property for the benefit of another, such as a Trust Estate or Trust Property.
Complete Organization Details such as:
- Organization Type
- Doing business as - DBA
- Legal Owners
- Type
- TIN
- Phone
- Email
- Web
Tap Next to continue to New Staff.
You're able to either import a contact from your mobile device or manually enter the new staff details.
- To import a contact from your mobile device, tap Import and select a contact from your contact list.
- To manually enter the staff details, enter the New Staff details such as:
- - Title
  - First Name
  - Last Name
  - Phone
  - Email
(Optional) Tap More Fields to add extra fields such as:
- Web
- Gender
- Other Names
- Nationality
- Birth & Death Info
(Optional) Select Add Another Staff if you wish to add another staff to the card.
Tap Next to continue to Address.
You're able to either search for a street address using Google Maps or enter the street address manually:
- To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
- To manually enter the address, tap Enter Address Manually and enter the address details.
- To enter a P.O. Box or D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.
(Optional) Tap Add Future Address to enter the details of a known future address such as:
- Valid From
- Valid To
Tap Next to continue to Letter.
The Recipient Name is the name of the organization you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.
The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.
The Formal Greeting Style can be set as either Friendly (toggle Off, all correspondence will use the staff member's first name) or Formal (toggle On, all correspondence will use the staff member's title and last name).
(Optional) Tap More Fields to add extra fields such as:
- Bank Account
- Other
Tap Save.

Edit an Existing Person Card

Tap.
Open the person card.
Tap Edit and select from the following:
- Card Details
- People
- Address
- Letter & Other
Tap Save.

Edit an Existing Organization Card

Tap.
Open the organization card.
Tap Edit and select from the following:
- Card Details
- Staff
- Address
- Letter & Other
Tap Save.

Delete a Card

A card can't be deleted if it's assigned to a matter.

Tap.
Open the card.
Tap Edit and then Delete.
Confirm the deletion.

Restore a Card

See the Restore a card section under the Desktop or Web tabs on this article for more information.

Create a New Person Card

Tap.
Tapand then People.
You're able to either import a contact from your mobile device or manually enter the new person details.
- To import a contact from your mobile device, tap Import and select a contact from your contact list.
- To manually enter the person details, enter the New Person details such as:
- - Title
  - First Name
  - Last Name
  - Phone
  - Email
(Optional) Tap More Fields to add extra fields such as:
- Web
- Gender
- Other Names
- Nationality
- Birth & Death Info
(Optional) Select Add Another Person if you wish to add another person to the card.
Tap Next to continue to Address.
You're able to either search for a street address using Google Maps or enter the street address manually:
- To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
- To manually enter the address, tap Enter Address Manually and enter the address details.
- To enter a P.O. Box or D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.
(Optional) Tap Add Future Address to enter the details of a known future address such as:
- Valid From
- Valid To
Tap Next to continue to Letter.
The Recipient Name is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.
The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.
The Formal Greeting Style can be set as either Friendly (toggle Off, all correspondence will use the person's first name) or Formal (toggle On, all correspondence will use the person's title and last name.
(Optional) Tap More Fields to add extra fields such as:
- Bank Account
- Other
Tap Save.

Create a New Organization Card

Tap.
Tapand then:
- Business/Partnership - refers to organizations such as solicitors and real estate agents.
- Company - refers to an organization that holds a company title, i.e., Inc, LLC, LLP or LC.
- Government Department - refers to organizations such as courts and councils.
- Trust - refers to the relationship in which a trustee holds the title to a property for the benefit of another, such as a Trust Estate or Trust Property.
Complete Organization Details such as:
- Organization Type
- Doing business as - DBA
- Legal Owners
- Type
- TIN
- Phone
- Email
- Web
Tap Next to continue to New Staff.
You're able to either import a contact from your mobile device or manually enter the new staff details.
- To import a contact from your mobile device, tap Import and select a contact from your contact list.
- To manually enter the staff details, enter the New Staff details such as:
- - Title
  - First Name
  - Last Name
  - Phone
  - Email
(Optional) Tap More Fields to add extra fields such as:
- Web
- Gender
- Other Names
- Nationality
- Birth & Death Info
(Optional) Select Add Another Staff if you wish to add another staff to the card.
Tap Next to continue to Address.
You're able to either search for a street address using Google Maps or enter the street address manually:
- To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
- To manually enter the address, tap Enter Address Manually and enter the address details.
- To enter a P.O. Box or D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.
(Optional) Tap Add Future Address to enter the details of a known future address such as:
- Valid From
- Valid To
Tap Next to continue to Letter.
The Recipient Name is the name of the organization you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.
The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.
The Formal Greeting Style can be set as either Friendly (toggle Off, all correspondence will use the staff member's first name) or Formal (toggle On, all correspondence will use the staff member's title and last name).
(Optional) Tap More Fields to add extra fields such as:
- Bank Account
- Other
Tap Save.

Edit an Existing Person Card

Tap.
Open the person card.
Tap Edit and select from the following:
- Card Details
- People
- Address
- Letter & Other
Tap Save.

Edit an Existing Organization Card

Tap.
Open the organization card.
Tap Edit and select from the following:
- Card Details
- Staff
- Address
- Letter & Other
Tap Save.

Delete a Card

Click to edit heading

A card can't be deleted if it's assigned to a matter.

Tap.
Open the card.
Tap Edit and then Delete.
Confirm the deletion.

Restore a Card

Click to edit heading

See the Restore a card section under the Desktop or Web tabs on this article for more information.

Create a New Person Card

Tap Cards.
Tapand select Person Card.
You're able to either import a contact from your mobile device or manually enter the new person details.
- To import a contact from your mobile device, tap Import and select a contact from your contact list.
- To manually enter the person details, enter the New Person details such as:
- - Title
  - First Name
  - Last Name
  - Phone
  - Email
(Optional) Tap More Fields to add extra fields such as:
- Web
- Gender
- Other Names
- Nationality
- Birth & Death Info
(Optional) Select Add Another Person if you wish to add another person to the card.
Tap Next to continue to Address.
You're able to either search for a street address using Google Maps or enter the street address manually:
- To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
- To manually enter the address, tap Enter Address Manually and enter the address details.
- To enter a P.O. Box or D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.
(Optional) Tap Add Future Address to enter the details of a known future address such as:
- Valid From
- Valid To
Tap Next to continue to Letter.
The Recipient Name is the name of the person you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.
The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.
The Style can be set as either Friendly (all correspondence will use the person's first name) or Formal (all correspondence will use the person's title and last name).
(Optional) Tap More Fields to add extra fields such as:
- Bank Account
- Others
Tap Done.

Create a New Organization Card

Tap Cards.
Tapand select Organization Card.
Complete Organization Details such as:
- Organization Type
- Doing Business As - DBA
- Legal Owners
- Type
- TIN
- Phone
- Email
- Web
Tap Next to continue to New Staff.
You're able to either import a contact from your mobile device or manually enter the new staff details.
- To import a contact from your mobile device, tap Import and select a contact from your contact list.
- To manually enter the staff details, enter the New Staff details such as:
- - Title
  - First Name
  - Last Name
  - Phone
  - Email
(Optional) Tap More Fields to add extra fields such as:
- Web
- Gender
- Other Names
- Nationality
- Birth & Death Info
(Optional) Select Add Another Staff if you wish to add another staff to the card.
Tap Next to continue to Address.
You're able to either search for a street address using Google Maps or enter the street address manually:
- To search for an address, tap Search Address and start typing to use Google Maps to find the address. Once you find the address, tap on the address, edit the address if required and then tap Done.
- To manually enter the address, tap Enter Address Manually and enter the address details.
- To enter a P.O. Box or D.X, tap Add Address in the P.O. Box field or the D.X field. Tap Done once you've entered the P.O. Box or D.X.
(Optional) Tap Add Future Address to enter the details of a known future address such as:
- Valid From
- Valid To
Tap Next to continue to Letter.
The Recipient Name is the name of the organization you are writing to and displayed above the address. This is automatically displayed. To edit it, toggle the option Off.
The Greeting usually begins with Dear or Sir/Madam if the name is unknown. This is automatically displayed. To edit it, toggle the option Off.
The Style can be set as either Friendly (all correspondence will use the staff member's first name) or Formal (all correspondence will use the staff member's title and last name).
Tap Done.

Edit an Existing Person Card

Tap Cards.
Open the person card.
Tap and select from the following details to edit:
- Edit Detail
- Edit People
- Edit Address
- Edit Letter & Others
Tap Done.

Edit an Existing Organization Card

Tap Cards.
Open the organization card.
Tap and select from the following details to edit:
- Edit Organization
- Edit Staff
- Edit Address
- Edit Letter & Others
Tap Done.

Delete a Card

A card can't be deleted if it's assigned to a matter.

Tap Cards.
Open the card.
Tap and then Delete Card.
Confirm the deletion.

Restore a Card

See the Restore a card section under the Desktop or Web tabs on this article for more information.

Last Modified Date

21/09/2026 3:18 am

Title

Creating a Card

URL Name

Creating-a-Card-CA

Resolution

Creating a Card

Information

Create a New Person Card

Click to edit heading

Click to edit heading

Click to edit heading

Click to edit heading

Click to edit heading

Create a New Organization Card

Click to edit heading

Click to edit heading

Click to edit heading

Click to edit heading

Add Staff to an Organization Card

Click to edit heading

Click to edit heading

Remove People from a Person Card

Remove Staff from an Organization Card

Edit a Card

Click to edit heading

Click to edit heading

Delete a Card

Restore a Card

Merge Two Cards

Add a Document to a Card

Import a Document into a Card

Copy a Document to a Card

Click to edit heading

Click to edit heading

Create a Document Shortcut to a Card

Click to edit heading

Delete a Document on a Card

Click to edit heading

Print Card Statement of Account

Create a New Person Card

Click to edit heading

Click to edit heading

Click to edit heading

Create a New Organization Card

Click to edit heading

Click to edit heading

Click to edit heading

Add Staff to an Organization Card

Click to edit heading

Click to edit heading

Remove People from a Person Card

Remove Staff from an Organization Card

Delete a Card

Restore a Card

Additional Details

Add a Document to a Card

Import a Document into a Card

Click to edit heading

Print Card Statement of Account

Create a New Person Card

Create a New Organization Card

Edit an Existing Person Card

Edit an Existing Organization Card

Delete a Card

Restore a Card

Create a New Person Card

Create a New Organization Card

Edit an Existing Person Card

Edit an Existing Organization Card

Delete a Card

Click to edit heading

Restore a Card

Click to edit heading

Create a New Person Card

Create a New Organization Card

Edit an Existing Person Card

Edit an Existing Organization Card

Delete a Card

Restore a Card

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