V2 Document Configuration

📌 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?

✔️ 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.

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.

💡 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.

📚 Related Articles:

💬 Still Need Help?

Contact your TrustLayer administrator, reach out to TrustLayer Support at [email protected], or use the in-app chatbot for further assistance.