Getting Started
Enable Off The Plan Recurring Matters
To begin using Off The Plan Recurring Matters, go to the LEAP App Marketplace and ensure the app is enabled for your firm.
For more information about the LEAP App Marketplace, see our community article.
Launch Off The Plan Recurring Matters
With the app now enabled, you can open it from LEAP's main menu under the 'Other' category.
Granting Access
If this is the first time you've used the Off The Plan Recurring Matters app, you will be prompted to grant the app access to your firm's data.
Click 'Allow' to continue.