📌 Applies to:
TrustLayer users managing parties, projects, documents, and using tags or attributes for organization and filtering.
📌 Issue/Question:
How do I use tags, attributes, and interpret visual cues in TrustLayer to organize and monitor parties and documents?
1. Quick Answer
✔️ You can add and manage tags and attributes in TrustLayer to categorize parties and filter your lists, while visual cues like colors and icons help you quickly understand document statuses and party information.
2. Step-by-Step Instructions
1️⃣ Step 1: Adding Tags on the Fly
Navigate to the Parties section and select a party (e.g., Fleetwood Mac).
Click the tag input field and type a new tag, such as "plumber," then press Enter to add it.
Optionally, set an expiration date for the tag.
This tag is now available in your dropdown and saved in your settings.
2️⃣ Step 2: Managing Tags in Workspace Settings
Go to Workspace Settings > Tags.
Click the blue action button to add new tags by entering a tag name and clicking the plus button.
Optionally select a color for the tag.
Delete unwanted tags by clicking the X next to them.
3️⃣ Step 3: Adding and Removing Tags on Parties
While viewing a party, add tags from the dropdown or on the fly as described.
Remove tags by clicking the X icon on the tag directly in the party screen.
4️⃣ Step 4: Using Attributes Instead of Tags
Consider using attributes when you want information that cannot be easily deleted from a party.
Add or edit attributes within a party, then save. Attributes are less editable and persistent compared to tags.
5️⃣ Step 5: Searching and Filtering by Tags or Attributes
On the Parties screen, click the filter option.
Select tags or attributes to filter parties by those criteria, e.g., filter by "non-responsive" tag.
The filtered list will show only parties matching those tags or attributes.
6️⃣ Step 6: Recognizing Visual Cues in TrustLayer
Blue action buttons signal where actions can be taken (e.g., adding tags, saving changes).
Filters in use show a blue icon with a count indicating the number of active filters.
Document status is indicated by color-coded timers: gray (neutral), yellow (expiration approaching), and red (expired).
Cautionary notes such as documents to review or expiring documents are highlighted in red on the party screen.
3. Troubleshooting & FAQs
💡 Common Issue 1:
Tags disappear unexpectedly from a party.
→ Solution: Tags can be removed easily by clicking the X; consider using attributes for information you want to keep permanently.
💡 Common Issue 2:
How to differentiate when to use tags vs. attributes?
→ Solution: Use tags for flexible and removable categorization; use attributes for more permanent party information that should not be deleted easily.
💡 Common Issue 3:
Visual cues are unclear or confusing.
→ Solution: Remember that blue highlights indicate actions; colored timers indicate document expiration status (gray = normal, yellow = warning, red = expired); and red indicators highlight urgent items needing review.
4. Additional Resources
📚 Related Articles:
How to Add a Party in TrustLayer
Managing Party Contacts and Details
Using Filters and Search in TrustLayer
💬 Still Need Help?
Contact your TrustLayer administrator, reach out to TrustLayer Support at [email protected], or use the in-app chatbot for further assistance.