Add/Edit Documents From The Template Library
Available in: Leap Pro, Leap Premium, and Leap Enterprise
It is always recommended to create documents by editing one of our pre-made templates, or by copying
and
editing an existing one you’ve already made. Leap provides a variety of templates to choose from to help you
create your contracts, proposals, and other documents.
To add a Template from our database, click Add New > Leap Template.
- Leap Template
- Includes templates built by the Leap Team.
- Public Template
- Includes templates published by other authors outside the Leap Team.
To preview a Template, hover over the template and click the Eye Icon to preview.
To Add a Template to your Account, hover over the template and click the copy icon.
If you do not want a template to show up for a certain office or state, you can edit the document to
change the assigned offices or states.
See File Menu for assigning states and offices.