Quick Answer
✔️ TrustLayer uses visual indicators to convey compliance status and action requirements:
Green: Compliant
Yellow: Expiring soon
Blue: Action required or in progress
Red: Non-compliant
Step-by-Step Instructions
1️⃣ Understanding Color Indicators:
Green: Indicates compliance; appears in dashboards, compliance scores, and checkmarks.
Yellow: Represents expiring documents or pending responses.
Blue: Marks actionable items such as links, buttons, and ongoing processes.
Red: Signals non-compliance and the need for corrective action.
2️⃣ Identifying Icons in the Activity Timeline:
Upload icon: Shows when a document has been uploaded.
Paper airplane: Indicates a document request has been sent.
Power button: Represents automation activation.
Flag or clock icon: Highlights pending or expiring documents.
3️⃣ Using Flags and Tags:
Flags can be added during document reviews to bring attention to specific items.
Hovering over icons provides additional status details.
Troubleshooting & FAQs
💡 Common Issue 1: "Why is a document marked in yellow?"
→ Solution: The document is nearing expiration. Review and request an updated version.
💡 Common Issue 2: "Why are some buttons and text highlighted in blue?"
→ Solution: Blue indicates an actionable item. Click to perform the required action.
Additional Resources
📚 Related Articles:
💬 Still Need Help? Contact [email protected] or use the in-app chatbot for further assistance.