Quick Answer
✔️ You can send a document request in TrustLayer through multiple methods, including the document review page, parties drawer, document request page, and directly from a party’s profile.
Step-by-Step Instructions
1️⃣ From the Document Review Page:
Navigate to the document under review.
If the document does not meet compliance (e.g., expired, missing requirements), click "Send Document Request."
2️⃣ From the Parties Page:
Find the relevant party in your parties drawer.
Click the name of the party and from the overview page Send Request.
3️⃣ From the Party’s Profile Drawer:
Open the party’s profile drawer.
Click the paper airplane icon at the top to send a request.
4️⃣ From the Document Request Page:
Navigate to the document request page.
Select the party and document requirements.
Customize the email template and add any necessary attachments.
Set a due date and enable document reminders if needed.
5️⃣ Confirm and Send:
Review the request details.
Click "Confirm and Send" to notify the recipient.
Troubleshooting & FAQs
💡 Issue: I need to resend a request.
➡ Solution: Use the paper airplane icon to send another request, or check the party overview page for status updates.
💡 Issue: The recipient hasn’t responded.
➡ Solution: Ensure "Enable Document Reminders" is checked so automated follow-ups are sent.
💡 Issue: I need to customize the request message.
➡ Solution: Modify the message on the document request page before sending, under customize email. Changes only apply to that request and do not update global templates.
Additional Resources
📚 Related Articles:
Managing Compliance Profiles in TrustLayer
How to Track Document Requests
💬 Still Need Help? Contact support at [email protected] or use the in-app chatbot for assistance.