📌 Applies to:
TrustLayer users managing document uploads for parties, projects, and compliance requirements.
📌 Issue/Question:
How do I upload documents in TrustLayer, and what are the different ways to assign documents to parties or requests?
1. Quick Answer
✔️ You can upload documents in TrustLayer from the Documents section, directly within a party's documents tab, or through the document request portal.
2. Step-by-Step Instructions
1️⃣ Step 1: Uploading from the Documents Section
Navigate to the "Documents" tab on the left sidebar.
Click "New Document" and use the Browse function to select files from your computer and upload them.
2️⃣ Step 2: Uploading Directly to a Party
Go to the "Parties" section and select the desired party (e.g., "Fleetwood Mac").
Open the "Documents" tab and click "New Document."
Select and upload the file; it will be stored directly in that party’s document folder, with the party automatically assigned.
3️⃣ Step 3: Uploading via the Document Request Portal
When a party receives a document request email, they can use the link to access their document portal.
From the portal, the party can select and upload the requested documents directly.
4️⃣ Step 4: Bulk Uploading Documents
In the "Documents" section, you can bulk upload by selecting (shift+highlight) up to 60 documents and dragging and dropping them into the upload window.
5️⃣ Step 5: Viewing Uploaded Documents
After upload, documents will appear in the associated party's "Documents" tab (if uploaded via the party or portal) and in the main documents list.
3. Troubleshooting & FAQs
💡 Common Issue 1:
Uploaded document doesn’t appear in the party’s folder.
→ Solution: Refresh the party page to ensure the file appears, or confirm you uploaded it to the correct party.
💡 Common Issue 2:
Need to upload many files at once.
→ Solution: Use the bulk upload feature in the Documents section to drag and drop up to 60 files at a time.
💡 Common Issue 3:
Not sure if the document is correctly assigned to a party.
→ Solution: Upload directly through the party’s "Documents" tab or the portal to guarantee correct assignment.
4. Additional Resources
📚 Related Articles:
Using the Document Request Portal
How to Add a Request and Party to a Project
Managing Document Types and Compliance
💬 Still Need Help?
Contact your TrustLayer administrator, reach out to TrustLayer Support at [email protected], or use the in-app chatbot for further assistance.