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 Administrator 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.
Click Add step and select Send a Document.
Enter a title and description for the step.
Use the toggle to indicate whether the client must accept receipt of the document before continuing.
Choose whether the document is standardised (upload it now — sent to every client) or bespoke (a user uploads it each time the workflow is sent).
Click Add to workflow.
How to add a Request a Document step
Navigate to Engage > Workflows.
Open an existing workflow or create a new one.
Click Add step and select Request a Document.
Enter a title and description to explain which document you need and why.
Click Add to workflow.
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 Administrator access can add or configure document steps in a workflow.
Supported file types for client uploads: PDF, DOCX, JPEG, JPG, PNG, GIF and TIFF.
Each document should be added as a separate step so it can have its own title, description, and configuration.
Standardised documents are uploaded once during workflow setup and sent to every client. Bespoke documents are uploaded by a user each time the workflow is sent to a specific client.