How to Send Emails in TrustLayer (Individually or in Bulk)
š Applies to: TrustLayer Admins, Compliance Managers, Project Coordinators
š Issue/Question: How do I send email requests to one or multiple parties in TrustLayer?
1. Quick Answer
āļø You can send emails to individual or multiple parties directly from the Parties section using default or custom templates, with options to personalize messages and manage follow-ups.
2. Step-by-Step Instructions
1ļøā£ Step 1: Send an Individual Email
Go to the Parties section.
Click the three-dot menu next to the partyās name and select Send Email.
Choose a default or custom template, edit the recipient if needed, and add a personalized message.
Click Preview Email to review your content, then Confirm and Send.
2ļøā£ Step 2: Send Emails in Bulk
Select multiple parties using the checkboxes.
Click the Send Emails button at the top.
(Optional) Check the box to skip fully compliant parties so you're only contacting those who still owe documentation.
Choose your template, then click Send Email to send them all at once.
š” Tip: If your list spans multiple pages, use the dropdown selector to select All Parties instead of going page by page.
3ļøā£ Step 3: Enable Automations After Sending
After sending emails (especially in bulk), you can go back to your party list.
Select the parties again, click More > Enable Automation to trigger ongoing reminders.
3. Troubleshooting & FAQs
š” Common Issue 1: I want to send a unique message to one party.
ā Solution: Use the Send Email option from the three-dot menu and customize the message on the second tab.
š” Common Issue 2: I donāt want to email parties who are already compliant.
ā Solution: Check the box to skip fully compliant parties when sending in bulk.
š” Common Issue 3: I sent emails but didnāt enable reminders.
ā Solution: Go back, select the parties, and click More > Enable Automation to start the reminder sequence.
4. Additional Resources
š Related Articles:
[Editing Email Templates]
[Setting Up Automation Rules]
[Managing Parties and Compliance Statuses]
š¬ Still Need Help?
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