Quick Answer
You can set up automations in Trust Layer by navigating to Workspace Settings > Automations, enabling document reminders for parties, and configuring the cadence for expiring documents.
Step-by-Step Instructions
1️⃣ Step 1: Access Automation Settings – From the dashboard, click on your workspace name, then select Workspace Settings > Automations.
2️⃣ Step 2: Configure Document Reminders –
Go to the Party’s Drawer, select a party, and locate the document reminder toggles.
Ensure document reminders and expiring document reminders are enabled.
When sending an initial document request, toggle automatic reminders ON.
3️⃣ Step 3: Understand Automation Triggers –
Once document reminders are enabled, the system automatically schedules follow-ups.
If a party uploads the required document, automation stops, and tags are removed.
4️⃣ Step 4: Adjust Expiring Document Reminders –
The system triggers reminders 30 days before expiration (default setting).
You can modify the timing under Expiring Document Reminders settings.
5️⃣ Step 5: Customize Email Templates –
Under Email Configuration, update reminder email templates for stronger messaging.
Modify language to enforce compliance (e.g., mentioning payment holds).
6️⃣ Step 6: Bulk Enable/Disable Automations –
Go to Parties, select multiple entries, and use the bulk action menu to enable or disable automations.
Troubleshooting & FAQs
💡 Common Issue 1: Document reminders are not triggering → Solution: Ensure the reminder toggle is enabled for the party.
💡 Common Issue 2: Expiring document notifications are too early/late → Solution: Adjust the trigger timing in automation settings.
Additional Resources
📚 Related Articles:
💬 Still Need Help? Contact [email protected] or use the in-app chatbot for assistance.