1. Quick Answer
✔️ You can communicate in TrustLayer by using @mentions (sends email + in-app notifications), flags (mark issues on documents), and the activity timeline (track all communications and alerts).
2. Step-by-Step Instructions
1️⃣ View Activity Timeline
Open a party (example: ABC Company).
Click Activity to see the timeline of all actions and communications.
2️⃣ Send an @Mention in Activity
Inside the party → go to Activity → type
@usernameand your message.Example:
@Ilaria Hi, is it okay if I waive XYZ requirement?Click Add Comment.
This sends the user an email notification and a bell notification in TrustLayer.
3️⃣ Use @Mentions or Flags in Documents
Open a party → go to Documents → select a document (e.g., COI).
Click Flag and choose the module (e.g., Workers Comp).
Add a note with or without
@mention.With @mention → notifies the tagged user and links them directly to that section.
Without @mention → just creates an internal flag.
4️⃣ Manage Flags
On the party screen, flagged documents show a flag icon.
Hover over the flag to see the note/question.
To remove a resolved flag: open the document → clear the flag.
Once removed, it disappears from reports and the party screen.
5️⃣ Filter by Flags
On the Parties screen, click Filter → Flags → High Severity (or other levels) to quickly locate flagged issues.
3. Troubleshooting & FAQs
💡 Common Issue 1: I @mentioned someone, but they didn’t see it.
→ Solution: Confirm they are an active user in TrustLayer. Only users inside the platform can be tagged.
💡 Common Issue 2: My flag isn’t showing on the party.
→ Solution: Make sure you clicked Add Flag after typing your note. Refresh the party screen to confirm it appears.
💡 Common Issue 3: I removed a flag, but it still shows in reports.
→ Solution: Ensure the flag was removed directly from the document. It should disappear automatically once cleared.
4. Additional Resources
📚 Related Articles:
[How to Add and Manage Documents in TrustLayer]
[Managing Notifications and Alerts in TrustLayer]
[Working with Brokers in TrustLayer]
💬 Still Need Help? Contact TrustLayer support via the in-app chat or email [email protected]