Reviewing engage requests
Review CDD results, understand outcomes, and download reports.
By Tess and 1 other2 authors10 articles
What to do when an Engage request is 'Ready for Review'Understand what “Ready for Review” means, how to review the request, and how to complete or assign the report.
What is Legl Assist?Learn what Legl Assist is, how it summarises your CDD report, and how to use it during your review.
Understanding your CDD reportAn overview of what a CDD report contains in Legl, the check areas it covers, and what Clear, Consider and N/A results mean.
Understanding a "Consider" result in a CDD reportLearn what a Consider result means in your CDD report, why it appears for each check type, and what to do next.
Understanding an "N/A" result in a CDD reportWhat an N/A result in the identity section of a CDD report means and what to do next
Understanding identity check resultsWhat the clear, consider and N/A results mean.
Understanding an Unidentified address resultUnderstand what an Unidentified address result means, why it happens, and what steps to take to resolve it in Legl.
Understanding identity validation data sources in CDD reportsThe data sources Legl uses to verify a client's identity in CDD reports, and what each source represents.
How to download a CDD reportLearn how to download a CDD report from an Engage request, including downloading a report with reviewer comments.
How to review submitted customisable formsLearn how to access, review, and download completed customisable form responses submitted by clients through Engage.