How to add Legl Pay to your invoices and websiteA step by step guide that outlines how to enable Legl Pay for your website and invoices so your clients can seamlessly pay you online.
How do I create an Engage request?Creating engage requests for individuals and must-know info to get you started using the platform.
How do I set up SSO with Legl?Setting up SAML SSO
What do I do when an Engage Request is "Ready for Review"?Finding requests Ready for Review & Reviewing CDD reports
How to invite new users and manage their access permissionsThis guide shows you how to add a new user, update permissions or remove access.
How do I assign a reviewer to an Engage Request?Selecting a reviewer for engage requests
How can I share documents with your clients through the Legl workflows?Sending or requesting documents in a standalone workflow
How to create and manage Workflows
How can I upload a risk assessment?
How will my client complete their Standard CDD request?
How to Check the Status of the Legl Platform