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Welcome to the Help Centre
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Help Centre
Features
Features
Learn how to use all the feature that Leo has to offer
Document Request
Document Request set-up in Template Editor and Reports
Document Exchange
Compliance Monitoring Report
How to use Reports in Leo
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 / Approval Process
Control Plan
What is the Control Plan in Leo?
How to Navigate and Configure the Control Plan
Calendar
Calendar: Tasks and Projects
Task and Projects: How to Import and Export
Permissions
Permissions List
Permissions: an introduction
Template Editor
How to Navigate the Leo Template Editor tool
Template Editor
Duplicating, editing and updating an existing Template
Creating a Template from scratch
Remedial Action
Remedial Actions and Risk Level
AI
Eva - Your AI Assistant
Data grouping - Running totals
How to configure the Data Grouping feature in a Register and running totals
Background Checks
How to perform Background Checks in Leo
Home Page
Home Page: How to navigate it
