Make Documents An Integral Part of Your Workflow
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Integrated Document Templates
Electronic Document Management
Powerful Scanning & Indexing
Multi Format Document Templates with Merged Data
Import templates from Word or create your own within the LEAP™ Document Template editor using all the familiar controls such as text formatting, images, layout and headers & footers.
Simply click to add your data merge fields directly into the document. LEAP™ will then take care of merging and attaching your documents in your preferred format such as DOCX and PDF.
Index, Manage, Search and Filter your Documents
Maintain a full electronic library of Documents, allowing you to find exactly what you’re looking for at any time.
Index documents against each record using logical folder structures and simple drag-and-drop.
Quickly see which user attached a document and when and track who’s read it.
Integrate Documents into Your Workflow
Set up a list of ‘expected’ documents and tell LEAP™ what to do when one is attached, deleted or replaced.
Track missing documents and automatically fire reminders to staff and customers.
Version Control Your Document Template Library
LEAP™ makes it simple to maintain and track document revisions. Version-control your entire Template library and easily view and roll back to older versions.
Built In Scanning, Indexing and Annotating
Scan from your network or local devices directly into LEAP™ and then quickly index the documents to the appropriate records.
Use Flatbed or ADF scanners and LEAP™ can intelligently recognise where one document ends and another begins.
Built in annotation features allow you to mark up the scanned document before it’s saved.
Integrate e-signatures and fully digital approvals into your workflow.
LEAP™ now offers seamless connectivity with DocuSign technology, putting an end to paper chasing and wet signatures.