📌 Applies to:
TrustLayer users managing projects or parties and requesting compliance documents.
📌 Issue/Question:
How does the document request portal work for submitting and managing compliance documents in TrustLayer?
1. Quick Answer
✔️ The document request portal provides a unique link for your parties to upload required documents directly, track requests, and complete compliance tasks for specific projects or parties.
2. Step-by-Step Instructions
1️⃣ Step 1: Locate the Document Request Portal
After sending a document request, navigate to "Projects," select your project (e.g., "United States Concert Tour"), and view the request list.
2️⃣ Step 2: Open the Request Details
Click on the desired request (e.g., insurance request) to access detailed information and the document portal interface.
3️⃣ Step 3: Share the Portal Link
The recipient receives an email with a link to the document portal. The portal is unique to the party and request.
4️⃣ Step 4: Document Upload and Instructions
From the portal, the party can upload the required documents (e.g., insurance certificates, W-9).
The portal displays a customizable message, which can be set globally under Workspace Settings > Send Request, or edited for individual requests.
Parties can see all open requests—use the drop-down within the portal to toggle between multiple requests (e.g., insurance, W-9, global onboarding).
5️⃣ Step 5: Review Compliance Information
For project-specific requests, the portal will show additional requirements like certificate holder details or attributes needed for compliance.
6️⃣ Step 6: Submit and Manage Documents
Parties can select and upload documents, review requirements, and access information for any projects they are associated with—all from the portal landing page.
3. Troubleshooting & FAQs
💡 Common Issue 1:
Party did not receive the email with the portal link.
→ Solution: Check the email address for accuracy and ask the party to check their spam/junk folder. Resend the request if needed.
💡 Common Issue 2:
Portal does not show the correct project or request.
→ Solution: Use the dropdown within the portal to toggle between different party and project requests. Ensure all requests were properly sent and associated.
💡 Common Issue 3:
Needing to update the portal instructions/message.
→ Solution: Edit the message before sending the request or update the global default under Workspace Settings > Send Request.
4. Additional Resources
📚 Related Articles:
How to Add a Request and Party to a Project in TrustLayer
Managing Compliance Document Types
Using Project Attributes
💬 Still Need Help?
Contact your TrustLayer administrator, reach out to TrustLayer Support at [email protected], or use the in-app chatbot for further assistance.