Leonardo247

Common Tasks

• Welcome to Leonardo247
• My Approvals | Create and Manage Workflow Approval Steps
• Configure Child Task Dependencies and Timing
• Document Manager | How to Find and Upload Documents in Leo247
• Create a Document Folder, Set Requirements, and Track Expiration
• How To Download a Completed Task PDF
• Making Bulk Updates to Tasks
• Requesting an Integration Setup
• Trouble Logging In to Leonardo247?
• Getting Access to Leonardo247
• Launch an On-Demand Workflow and Find It in the Workspace
• New User Activity: Find & Complete a Workflow Task on Mobile
• Updating or Changing Your Password
• Reports Dashboard Intro, Filtering, and Scheduling
• How to Locate Past-Due Tasks
• Set Up and Launch a New Due Diligence Property
• Getting Started on Mobile