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CommunityHello! I've not used Leap before and this has probably been queried already, but I wonder if there is any way to assign documents to other staff members for approval within a Matter on Leap? Can this be done via the task tool or via an app, such as the
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Hello! I've not used Leap before and this has probably been queried already, but I wonder if there is any way to assign documents to other staff members for approval within a Matter on Leap? Can this be done via the task tool or via an app, such as the

Gillian Walsh (Customer) asked a question.

22 November 2022 at 10:08 AM
Hello! I've not used Leap before and this has probably been queried already, but I wonder if there is any way to assign documents to other staff members for approval within a Matter on Leap? Can this be done via the task tool or via an app, such as the

Workflow app? It would be great to keep everything on Leap and be able to see the tasks pending approval and approved in one place.

  • 1 answer
  • 205 views

  • Alexander Golino (LEAP)

    Hi @Gillian Walsh (Customer)​, 

     

    Thank you for posting on LEAP Community Discussions.

     

    While we don't have an exact feature in place for what you've mentioned, you certainly can create tasks in LEAP and attach specific correspondence items and assign them to staff members. Click here to view our article on how to create a task.

     

    Let us know if you require further assistance. 

     

    Best regards,

     

    Alex

    Expand Post
    Selected as Best

  • Alexander Golino (LEAP)

    Hi @Gillian Walsh (Customer)​, 

     

    Thank you for posting on LEAP Community Discussions.

     

    While we don't have an exact feature in place for what you've mentioned, you certainly can create tasks in LEAP and attach specific correspondence items and assign them to staff members. Click here to view our article on how to create a task.

     

    Let us know if you require further assistance. 

     

    Best regards,

     

    Alex

    Expand Post
    Selected as Best

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Hello! I've not used Leap before and this has probably been queried already, but I wonder if there is any way to assign documents to other staff members for approval within a Matter on Leap? Can this be done via the task tool or via an app, such as the