Loading
CommunityWhen I open a new matter, the tables are pre-populated (e.g. purchaser, vendor, property, compliance, estate agent, third party, jurat, etc). Is there a way to amend these headings in the template for future new matters?

When I open a new matter, the tables are pre-populated (e.g. purchaser, vendor, property, compliance, estate agent, third party, jurat, etc). Is there a way to amend these headings in the template for future new matters?

Maria Geaney (Customer) asked a question.

When I open a new matter, the tables are pre-populated (e.g. purchaser, vendor, property, compliance, estate agent, third party, jurat, etc). Is there a way to amend these headings in the template for future new matters?

  • Isla Bennett (Customer)

    Hi Maria, many thanks for your query. It is indeed possible to amend the tables, with a recurring matter template, if you could please reach out to success@leapsoftware.ie to arrange a training session we'd be delighted to assist.

Loading
When I open a new matter, the tables are pre-populated (e.g. purchaser, vendor, property, compliance, estate agent, third party, jurat, etc). Is there a way to amend these headings in the template for future new matters?