Add a Request/Party to a Project

📌 Applies to:

TrustLayer users managing project compliance and onboarding vendors or parties.

📌 Issue/Question:

How do I add a party to a project and send a request for compliance documents or information in TrustLayer?

✔️ You can add a party to a project and send a request by clicking the "New Request" button within the project, selecting the party, assigning the appropriate compliance profile, and sending the request.

1️⃣ Step 1: Open the Project

Navigate to the Project section and select the desired project (e.g., "United States Concert Tour").

2️⃣ Step 2: Start a New Request

Click the "New Request" button in the project workspace.

3️⃣ Step 3: Enter Request Details

4️⃣ Step 4: Add Additional Requests (Optional)

You can add multiple requests for the same party or additional parties if you need different document sets (e.g., a general compliance request and a separate onboarding packet for W-9s sent to a different contact).

5️⃣ Step 5: Create and Send the Request

Click "Create Requests" to send the request(s). All requests will now be visible in the project’s request list.

💡 Common Issue 1:

Party or compliance profile not appearing in dropdowns.

→ Solution: Ensure the party exists in your TrustLayer system and that compliance profiles are configured under settings.

💡 Common Issue 2:

Need to assign a unique compliance profile for a party’s project role.

→ Solution: You can choose a different profile for a party on a per-project/request basis (e.g., change Fleetwood Mac from low risk to medium or high risk for this project).

💡 Common Issue 3:

Multiple requests needed for the same or different contacts.

→ Solution: You can create separate requests for different document types or for different contacts within the same party from the "New Request" screen.

📚 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.