2. TrustLayer Overview & Compliance Management

✔️ TrustLayer functions as an AI-powered compliance and risk management tool, helping users automate document requests, track compliance, and streamline workflows.

1️⃣ Log into TrustLayer: Upon login, you'll land on the dashboard, where you can view compliance trends, documents, and shortcuts for quick actions.

2️⃣ Manage Parties: Navigate to the "Parties Drawer" to add vendors, subcontractors, and other contacts. Each party is assigned a compliance profile based on their type.

3️⃣ Send Document Requests: Select a party, send a document request, and enable automated reminders for follow-ups.

4️⃣ Review Documents: Once a document is uploaded, review compliance parameters, validate requirements, and mark the document as reviewed.

5️⃣ Monitor Compliance: TrustLayer automates tracking for expiring documents, ensuring ongoing compliance without manual follow-ups.

💡 Issue: Document reminders are not sending. → Solution: Ensure "Enable Document Reminders" is toggled on when sending a request.

💡 Issue: Party compliance status is incorrect. → Solution: Check if all required documents have been uploaded and reviewed.

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