Overview
This article explains how to add document steps to a workflow in Legl. There are two types:
Send a document — share a file with your client for them to download or accept
Request a document — ask your client to upload a specific document to you
Both step types can be added to any workflow, used on their own or alongside other steps such as CDD checks, source of funds, or payment requests.
Before you start
You must have Admin access to create or edit workflows in Legl.
You need an existing workflow to add steps to, or create a new one first.
ℹ️ Further guidance
How to add a Send a document step
Navigate to Engage > Workflows.
Open an existing workflow or create a new one.
Select the Edit workflow tab.
Click Add step and select Send a document.
Enter a Document name and a Description.
Under Document details, tick Require the recipient to acknowledge acceptance of this document if the client must accept it before continuing.
To send the same document to every client, upload it under Upload file (drag and drop, or click Browse files). To upload a different version each time the workflow is sent, tick Upload a different version of this document for each recipient instead.
Click Add step.
Click Save.
How to add a Request a document step
Navigate to Engage > Workflows.
Open an existing workflow or create a new one.
Select the Edit workflow tab.
Click Add step and select Request a document.
Enter a Step name (up to 100 characters) and, if you want, a Step description explaining which document you need and why.
Click Add step.
Click Save.
What happens next
When a client receives and completes the workflow:
Send a document — the client can view and download the file. If acceptance was required, they will be prompted to Agree and Submit before progressing.
Request a document — the client sees the step title and description and uploads the file directly from their device.
Once submitted, the client receives a confirmation email containing the documents for their reference. Completed document steps appear in your Legl dashboard alongside all other onboarding actions for that client, with a full time and date stamp.
Important information
Only users with Admin access can add or configure document steps in a workflow.
Clients can upload PDF, DOCX, JPEG, JPG, PNG, GIF and TIFF files.
Each document should be added as a separate step so it can have its own title, description, and configuration.
Documents you send can be PDF, DOC, DOCX, XLS or XLSX, up to 50MB. Password-protected PDFs are not supported.