V1 "Launch" or "Go Live" Recommendations

✔️ To start using TrustLayer, use filters to identify expired documents, archive unnecessary ones, and send bulk requests for missing documents. Then enable automation to keep track of expiring documents automatically.

1️⃣ Step 1: Filter Expired Documents – Navigate to Documents > Filter > Expiration, set a time frame (e.g., "last 30 days"), and archive expired documents.

2️⃣ Step 2: Identify Parties with Missing Documents – Navigate to Parties > Filter > Document Count Filter to find users with zero documents and send bulk requests.

3️⃣ Step 3: Identify Non-Compliant Parties – Navigate to Parties > Filter > Reviewed Status: Reviewed and Compliant Status: Non-Compliant to find users needing updates.

4️⃣ Step 4: Enable Expiring Document Reminders – Select all relevant parties, go to More > Enable Automation > Expiring Document Reminders, and let the system track expiration dates.

5️⃣ Step 5: Final Review – Review remaining pending documents.

💡 Common Issue 1: Expired documents are still showing up. → Solution: Double-check the expiration filter range and ensure archived documents are removed.

💡 Common Issue 2: Missing documents but users are not appearing in the filter. → Solution: Verify that the Document Count Filter is set to zero and refresh the search.

💡 Common Issue 3: Automated reminders are not sending. → Solution: Ensure automation is enabled for all relevant users and check notification settings.

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