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V2 Make Compliant

📌 Issue/Question: How do I use the Make Compliant feature to mark requests or parties as compliant in TrustLayer?

Updated this week

1. Quick Answer

✔️ You can use the Make Compliant feature to mark one or multiple compliance requests as compliant, creating a system-generated document that tracks the action and applies expiration dates.


2. Step-by-Step Instructions

1️⃣ Navigate to Parties – Go to the Parties tab in your TrustLayer workspace.

2️⃣ Select Parties or Vendors – Choose one or multiple parties/vendors whose requests you want to mark compliant.

3️⃣ Apply Make Compliant – Click More > Make Compliant, then confirm your action.

4️⃣ Review the Compliance Circles – Once applied, the requests’ compliance circles will turn green, showing compliance status.

5️⃣ Check the Generated Document – The system automatically creates a document tied to each request, showing:

  • Who created it

  • When it was created

  • What request it applies to

  • Relevant expiration dates

6️⃣ Finalize by Marking as Reviewed – Open the document and click Mark as Reviewed. The compliance status will remain active until the expiration date.


3. Troubleshooting & FAQs

💡 Common Issue 1: “The document shows an unexpected expiration date.”

Solution: If the system doesn’t find valid expiration data, it defaults to one year from today. Otherwise, it uses the next available expiration date.

💡 Common Issue 2: “The compliance circle isn’t turning green.”

Solution: Confirm that you selected the correct party and requests, then reapply Make Compliant. Make sure to mark the document as reviewed.


4. Additional Resources

📚 Related Articles:

  • [How to Review Compliance Documents in TrustLayer]

  • [Understanding Compliance Circles]

  • [Managing Party Requests in TrustLayer]

💬 Still Need Help?

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