Attestations

The Attestations module serves as a central hub for your firm’s attestations. You can set and complete attestations from any of the templates you or the Leo team have created.

Once an attestation template is assigned to the module, a report can be sent to individual employees or as a bulk email.

Once an employee completes the attestation, the report will either be published or passed to the assigned reviewer to check (this depends upon which process was selected when the template was created).