Overview
Once the NetDocuments integration is set up, documents generated in Legl can be saved directly into NetDocuments. This happens when a NetDocuments workspace is selected and the relevant Legl workflow is completed.
This process helps ensure documents are stored consistently and in the correct location, without manual downloading or uploading.
Before you start
Before documents can be sent to NetDocuments:
The NetDocuments integration must be set up and connected
A NetDocuments workspace must be selected in Legl
The workspace must include a Legl folder
How to send documents from Legl to NetDocuments
Open the below sections to find out how the NetDocuments integration works for each feature:
Engage for Individuals
Engage for Individuals
How to set a workspace on an Engage request
You can set a NetDocuments workspace on any Engage request for an individual.
Open the Engage request in Legl.
Select Set Workspace.
Search for a NetDocuments workspace using a Matter ID, Client ID, or both.
Select the correct workspace.
If available, the Client Reference and Matter Reference are automatically populated from the Engage request.
When documents are sent
Once the workspace is set:
Marking the Engage request as Reviewed automatically uploads documents to NetDocuments.
Documents are uploaded to the root directory of the selected workspace, inside the Legl folder.
The following documents are sent:
Basic CDD
Standard CDD
Enhanced CDD
Source of Funds
E-signature requests
Financial checks
Watchlist checks
Custom forms
Document requests
Engage for businesses
Engage for businesses
How to set a workspace for a business
For business checks, workspaces are set from the Company Contact page.
Open the Company Contact page in Legl.
Select Set Workspace.
Search for a NetDocuments workspace using a Matter ID, Client ID, or both.
Select the correct workspace.
Uploading business documents
Once a workspace is set:
You can upload Business Reports to NetDocuments.
Business Sanctions reports can only be uploaded once they are marked as Reviewed.
Documents are saved to the selected NetDocuments workspace, following your firm’s existing structure and permissions.
Updating the workspace
If you need to change the workspace:
Select Set Workspace again.
Choose a different NetDocuments workspace.
Click Update to confirm the change.
New documents will be sent to the updated workspace.
Important information
Important:
Documents are only sent to NetDocuments once a workspace has been set.
Marking an Engage request or business report as Reviewed triggers document upload.
Previously sent documents are not moved automatically if the workspace changes.
The integration does not change document access or permissions in NetDocuments.