When you open a matter, the Details & Correspondence tab is displayed by default. The Details & Correspondence tab (1 in the graphic below) of your matter contains two sections:

• Matter Details (2 in the graphic below), and
• Matter Correspondence (3 in the graphic below).

All matter details, client details and table types are listed in the Details section. All the correspondence for a matter is listed on the Correspondence section. If you want to return to the matter list, click to bring the list to the front.

View the Matter Details Summary

Click 4 as shown in the graphic above to open the matter details.

Compact View

You can set the matter details to display in a more compact view with the information appearing on the right-hand side of the Details section.

1. Right-click an entry within the Details section.
2. Click Compact View.

Multiple Roles

 You can easily have an existing card on a matter be added to the other roles in that matter.

1. Right-click the card and select Set 'Name of Card' as.
2. In the Select Table window, tick the relevant role(s).

Sort Correspondence

Sort documents either by created date or modified date by clicking  in the top right-hand corner of the Correspondence List and selecting Show Created Date or Show Modified Date.

View a Document

Double-click a document listed in the Correspondence List to open it. Most documents open in the application they were created in, PDF files open in your default PDF viewer.

Preview a Document

There are two ways to preview a document:

• Hover over the document and click .
• Right-click the document and select Preview.

See Previewing a Document for more info.

Email

Email options in a matter will vary depending on the matter tab you are in. For example, in the Details & Correspondence tab, the Email option will create a new email whilst in the Operating Account tab, it will allow for multiple email options relevant to Operating Account features.



Print

Print options in a matter also vary depending on the matter tab you are in. 

• Details & Correspondence Tab: Print options include Matter Details or Document List.
• Operating Account tab: Offers print options relevant to  Operating Account features.

To print the document list or comments in a matter:

1. Click the down arrow next to the Print icon in the Details & Correspondence tab.
2. Select Print Document List or Print Comments from the dropdown menu.

Reload
The reload option  will refresh the local copy of items added to the relevant tab. For example, in the Details & Correspondence tab, the Reload option will refresh the list of correspondence items recently added whilst in the Calendar & Tasks tab, it will reload the task list and appointments added.

LEAP Timesheet
The LEAP Timesheet button  is now available on all matter tabs. You can quickly launch the LEAP Timesheet application from any matter tab.

Matter Notifications 

The matter notifications window is used to view upcoming, current and previous notifications for the relevant matter in one convenient place.

Matter Ribbon

The matter ribbon has relevant actions are grouped together.

New Document

New letter and more document types are now in one place under New Document. You can now set the window to automatically default to your preferred document type. Once set, the Create Document window will open with your default document type already selected.