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      1. Help Centre
      2. Features
      • FAQ
        • Create a staff attestation
        • How do I add another user?
        • How do I log a gift?
        • How do I know what I’ve been assigned?
        • Personal trade
        • How do I give another user access to my report?
        • Differences between Submit By Date and Due Date for a report.
        • Can I take an existing completed report and copy it to a new report?
        • How do I set somebody’s permissions on Leo?
        • How can I see what permissions each user/group has?
        • What do the colours mean in the calendar?
        • How do I control what emails I receive?
        • What is a module?
        • What is a register?
        • How do I rename a module?
        • How do I rename a register?
      • Getting Started
        • Log in
        • Onboarding
      • Account Settings
        • Set Up
        • Settings
      • Organising your team
        • Groups
        • Users
        • Clients
        • Organising Registers
      • Features
        • Document Exchange
        • Compliance Monitoring Report
        • Register Management
        • Organising Modules
        • Compliance Manual and Policies
        • Employee Attestations
        • PA Dealing – Making a Request
        • Control Plan
        • Calendar
        • Permissions
        • Template Editor
        • Remedial Action
        • AI
        • Data grouping - Running totals
        • CDD
        • Home Page
      • Leo's Privacy and your Data Security
        • Leo Privacy Features
      • Leo's Solutions
        • GDPR Accountability Guide
        • GDPR Solution
        • Principal Firm
        • Regulated Firms
        • Online Training

      Features

      Learn how to use all the feature that Leo has to offer

      Document Exchange

      • Document Exchange

      Compliance Monitoring Report

      • Compliance Monitoring Report

      Register Management

      • Register Management

      Organising Modules

      • Organising and Creating Modules

      Compliance Manual and Policies

      • Compliance Manual and Policies

      Employee Attestations

      • Attestations

      PA Dealing – Making a Request

      • PA Dealing – Making a Request

      Control Plan

      • What is the Control Plan in Leo?
      • How to Navigate and Configure the Control Plan

      Calendar

      • Calendar: Tasks and Projects

      Permissions

      • Permissions List
      • Permissions: an introduction

      Template Editor

      • Template Editor
      • Duplicating, editing and updating an existing Template
      • Creating a Template from scratch
      • Welcome to the Leo Template Editor tool

      Remedial Action

      • Remedial Action

      AI

      • AI – Conversational Artificial Intelligence

      Data grouping - Running totals

      • How to configure the Data Grouping feature in a Register and running totals

      CDD

      • How to perform Background Checks in Leo

      Home Page

      • Home Page: How to navigate it
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