Quick Answer
✔️ You can communicate within TrustLayer using the Activity Timeline, Contacts and Messages, and Document Flags to tag coworkers, track emails, and escalate issues.
Step-by-Step Instructions
A. Using the Activity Timeline to Tag Coworkers
1️⃣ Navigate to your Party's Drawer and select a party
2️⃣ Scroll down to the Activity Timeline
3️⃣ Use the @ symbol to tag a coworker
4️⃣ Type your message or question and hit Comment
5️⃣ The tagged coworker will receive an email notification and an in-app notification in TrustLayer.
B. Using Contacts and Messages for External Communication
1️⃣ Go to Contacts and Messages
2️⃣ Locate the document request history
3️⃣ Use the three-dot menu to edit contacts or switch the primary contact
4️⃣ Any email exchanges with external contacts are recorded here.
C. Using Flags to Communicate on Documents
1️⃣ Navigate to the Documents section and open a document
2️⃣ Highlight the relevant section that requires attention
3️⃣ Click Flag and choose a priority level (e.g., low, medium, high)
4️⃣ Assign it to a specific module (e.g., Worker’s Compensation)
5️⃣ Use the @ symbol to tag a coworker and ask your question
6️⃣ Click Add Flag to notify the tagged user
7️⃣ Once the issue is resolved, remove the flag by revisiting the document.
Troubleshooting & FAQs
💡 Issue: Parties not responding, switch primary contact to a different contact.
💡 Issue: Unable to tag a coworker. → Solution: Confirm that the coworker has an active TrustLayer account.
Additional Resources
📚 Related Articles:
Managing Document Requests
Understanding TrustLayer Notifications
💬 Still Need Help? Contact TrustLayer support or use the in-app chat for further assistance.