📌 Applies to:
TrustLayer users managing document requests, compliance, and automated reminders.
📌 Issue/Question:
How do I set up and manage automated document reminders and expiring document reminders in TrustLayer?
1. Quick Answer
✔️ You can configure and enable automations in TrustLayer to send reminder emails and manage compliance by navigating to Workspace Settings > Automations and enabling Document Reminders or Expiring Document Reminders for your parties and projects.
2. Step-by-Step Instructions
1️⃣ Step 1: Access Automations Settings
Go to "Workspace Settings" on the left sidebar.
Select "Automations" to view automation tracks.
2️⃣ Step 2: Review Automation Types
Document Reminders: Sends a sequence of reminders after a document request is triggered.
Expiring Document Reminders: Triggers reminders when a document is nearing expiration (timer turns from yellow to red).
3️⃣ Step 3: Edit or Create Automation Tracks
Click on "Document Reminders" or "Expiring Document Reminders" to see the sequence of actions (tagging, waiting periods, sending emails).
Edit individual actions by clicking to the right, adjust email templates, waiting time, or tags as needed.
Use the three ellipses (⋮) next to each action to delete or further edit actions.
Save changes to your automation track.
4️⃣ Step 4: Enable Automations When Sending Requests
When you create a new request (e.g., for compliance documents), look for the "Enable Document Reminders" toggle when sending the email.
Ensure the toggle is on. When enabled, TrustLayer will follow the automation cadence (reminders, tagging, emails) until the required document is uploaded.
5️⃣ Step 5: Manage Expiring Documents
Once a document is uploaded and reviewed, the expiring document reminder is activated.
TrustLayer will automatically trigger reminders when the document nears expiration, prompting for new uploads.
6️⃣ Step 6: Bulk Enable or Disable Automations
From the Parties or Projects screen, select multiple parties.
Click "More" and choose "Enable Automation" or "Disable Automation" for bulk updates.
3. Troubleshooting & FAQs
💡 Common Issue 1:
Reminders keep sending after a document is uploaded.
→ Solution: The reminder cadence should stop once a document is uploaded. If it doesn't, refresh or check for workflow completion.
💡 Common Issue 2:
Automations are not triggering as expected.
→ Solution: Make sure the automation track is enabled when sending the request, and the necessary actions are set up and saved in Automation settings.
💡 Common Issue 3:
Need to stop automations for multiple parties.
→ Solution: Use the bulk "Disable Automation" option from the Parties or Projects screen.
4. Additional Resources
📚 Related Articles:
How to Add a Request and Party to a Project
Using the Document Request Portal
Managing Document Types and Compliance Profiles
💬 Still Need Help?
Contact your TrustLayer administrator, reach out to TrustLayer Support at [email protected], or use the in-app chatbot for further assistance.