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Sharing with Outlook
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Outlook integration
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Sharing with LawConnect
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LawConnect admin
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Document versioning
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Document Register
Document Management
Discover how to use LEAP's integrated document management tools.
In this course, you will learn how to effectively utilise LEAP's integrated document management tools to streamline your document sharing and management processes. You will explore how to share documents via Outlook, including selecting recipients, inserting files, and making use of email integration features. Additionally, you will gain an understanding of the LEAP add-in for Outlook, learning how to save emails to LEAP, manage attachments, and utilise the auto-routing feature for seamless integration.
You will also discover how to share documents from LEAP using LawConnect, including the various sharing options, tracking document status, and revoking access when necessary. Furthermore, you will learn how to manage shared documents through the LawConnect admin area by viewing shared items, managing access, and revoking document access. Lastly, the course covers document versioning and the document register, enabling you to view, compare, and roll back document versions while efficiently managing documents within LEAP.