V2 Contacts

📌 Applies to:

TrustLayer users managing party contacts for document requests and communication.

📌 Issue/Question:

How do I add or edit a contact for a party in TrustLayer?

✔️ You can add or edit a contact for a party in TrustLayer by navigating to the party’s Contacts tab, then using the options to add new contacts or edit existing ones.

1️⃣ Step 1: Navigate to Parties

Go to the "Parties" section in TrustLayer.

2️⃣ Step 2: Select the Party

Click on the party for which you want to manage contacts.

3️⃣ Step 3: Open the Contacts Tab

Within the selected party, click on the "Contacts" tab to view all associated contacts.

4️⃣ Step 4: Add a New Contact

Click the "New Contact" button. Enter the contact’s email, name, and other relevant information, then click "Add Contact."

5️⃣ Step 5: Edit Existing Contacts

Use the three ellipses (⋮) next to a contact to edit their details, set them as the primary contact, or designate them for document requests.

6️⃣ Step 6: Manage Multiple Contacts

You can assign multiple contacts to a party and select which contact(s) to use for document requests. The star icon indicates the primary contact.

💡 Common Issue 1:

Duplicate email warning when adding a contact.

→ Solution: The system allows duplicates but will alert you if the email is already used. Confirm if you want to proceed.

💡 Common Issue 2:

Not sure who is the primary contact.

→ Solution: The primary contact is marked with a star. You can change the primary contact by editing the contact and selecting the appropriate option.

💡 Common Issue 3:

Need to send requests to multiple contacts.

→ Solution: Select multiple contacts for document requests within the Contacts tab.

📚 Related Articles:

💬 Still Need Help?

Contact your TrustLayer [email protected] or use the in-app chatbot for further assistance.