Engage requests
Create, manage, and track Engage requests for individual clients.
How to create an Engage requestCreating engage requests for individuals and must-know info to get you started using the platform.
How to assign a reviewer to an Engage requestSelecting a reviewer for engage requests
How to view, edit, and action Engage requestsHow to manage your Engage requests
How to enable reminders for client requestsHow to enable reminders on new & existing requests.
How to improve response rates for Engage requestsTips to help ensure your clients complete their engage requests.
How to 'force complete' an Engage requestMoving requests out of in progress - allowing clients to continue once they've provided necessary information.
How clients complete a standard CDD requestStep by step process for your clients completing their ID verification.
What to do if a client request still shows as 'in progress'Moving requests from 'In progress' to 'Ready for review'
How long Engage checks take to completeHow long after my client completes the information will the check be ready for me to review?
What is an Engage request?Understand what an Engage request is, what it does, and how it helps you securely collect information and complete client checks in Legl.