📌 Applies to:
TrustLayer users managing document types and compliance documentation.
📌 Issue/Question:
How do I add or configure document types in TrustLayer for managing and organizing compliance documents?
1. Quick Answer
✔️ You can configure document types in TrustLayer by navigating to Workspace Settings > Documents, then adding new document types with optional requirement groups to streamline document management and compliance tracking.
2. Step-by-Step Instructions
1️⃣ Step 1: Access Document Configuration
Navigate to your workspace settings and select "Documents" to open the document configuration page.
2️⃣ Step 2: Review Existing Document Types
Existing types include standard documents like Certificates of Insurance and W-9s, which TrustLayer can automatically recognize and grade using AI.
3️⃣ Step 3: Add a New Document Type
Click the blue "New Document Type" button.
4️⃣ Step 4: Name the Document Type
Enter a descriptive name for the new document type, such as "ACH Authorization."
5️⃣ Step 5: Assign Requirement Groups (Optional)
If applicable, select associated requirement groups that correspond to compliance criteria for this document type.
6️⃣ Step 6: Create the Document Type
Click "Create Document Type" to save the new type, making it available for selection when uploading documents.
7️⃣ Step 7: Using Document Types
When uploading documents, select the correct document type to help with sorting and compliance tracking.
8️⃣ Step 8: Managing Generic Documents
Documents that TrustLayer AI cannot classify as a known type will be marked as "Generic Document." It is recommended to leave these as generic if identification fails.
3. Troubleshooting & FAQs
💡 Common Issue 1:
New document type does not appear when uploading documents.
→ Solution: Ensure the new document type was properly created and refresh your view before uploading.
💡 Common Issue 2:
Document incorrectly marked as a generic document.
→ Solution: Verify the document format and data; TrustLayer AI may not recognize certain custom or uncommon documents.
💡 Common Issue 3:
Unclear how requirement groups apply to document types.
→ Solution: Requirement groups provide criteria for compliance evaluation tied to specific document types; add them if you need automated checks.
4. Additional Resources
📚 Related Articles:
How to Add a Party in TrustLayer
Managing Compliance Profiles
Automating Vendor Onboarding
💬 Still Need Help?
Contact your TrustLayer administrator, reach out to TrustLayer Support at [email protected], or use the in-app chatbot for further assistance.