Skip to main content

V2 Settings- Party Portal

📌 **Issue/Question:** How can I edit or customize the default and request-specific messaging shown on the TrustLayer document upload portal?

Updated this week

1. Quick Answer

✔️ You can edit the default portal messaging in Workspace Settings > Portal, and customize messaging for individual requests when sending emails to parties.

2. Step-by-Step Instructions

1️⃣ Step 1: Edit Default Portal Messaging

  • Go to "Workspace Settings" and select "Portal."

  • Update the global landing page message with instructions or relevant information for document uploads.

  • Click "Save Changes" to apply your new default message—this will show on all party portals by default.

2️⃣ Step 2: Preview or View Portal Message on a Request

  • Go to "Parties," select a party (e.g., "Fleetwood Mac"), and click on a request.

  • Click "Portal" to view how the global message appears on the upload page for that request.

3️⃣ Step 3: Customize Messaging for a Specific Request

  • When creating and sending a new request, you can edit the email message that will be sent to the party.

  • Enter a custom message if you want unique instructions or updates for this request.

  • Note: This custom message applies to the email notification; only the default portal message appears on the landing page unless changed globally.

4️⃣ Step 4: Save and Send Changes

  • After updating the global message or adding a custom message to a request, save or send as appropriate.

3. Troubleshooting & FAQs

💡 Common Issue 1:

The portal message update isn’t displaying for all requests.

Solution: Global portal messaging changes only apply to new requests or refreshed portals; make sure you've clicked “Save Changes” in settings.

💡 Common Issue 2:

Need to customize instructions for a specific party or request.

Solution: Add a custom message when sending the request email—this will apply only to that communication.

💡 Common Issue 3:

Confusion between portal message and email message.

Solution: The portal message is the landing page text in the portal; the email message is a separate, optional message sent to the party’s inbox.

4. Additional Resources

📚 Related Articles:

  • Using the Document Request Portal

  • How to Add a Request and Party to a Project

  • Uploading Documents in TrustLayer

💬 Still Need Help?

Contact your TrustLayer administrator, reach out to TrustLayer Support at [email protected], or use the in-app chatbot for further assistance.

Did this answer your question?