Managing a Leap Project
What is a Leap Project?
A Leap Project is where your documents are being worked on. In a Leap Project, you can see the required steps to prepare your documents and you can define who will be involved in those steps. You can read more about Leap Projects here: Introduction to Leap Project .
How to prepare a document using a Leap Project?
First, open the Record where the document should be part of and then follow the instructions to create a Leap Project: Create a Leap Project .
What is a Workflow Template?
A Workflow Template is a blueprint that you can use in other Projects. Mainly, it contains how a Project would progress. Additionally, it may contain file templates and predefined collaborators.
A more detailed explanation about Workflow Templates can be found at: Introduction to Workflows .
Where to start?
If you want to prepare a document and be able to define how the work will be done, let's create a Leap Project .
If you want to prepare for reoccurring works in the future, you can read the instructions at: Working on a Workflow Template
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