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4. Managing Your Trustlayer Workspace

Learn how to efficiently maintain your compliance program after implementation.

Video Tutorial

Edit Records

You can edit:

Parties

  • Business Information

  • Party Type

  • Tags

  • Attributes

  • Notes

  • Portal Messages

Projects

  • Name

  • Dates

  • Attributes

Requests

  • Compliance Profiles

  • Assignments

  • Request Details

Collaborate Using Flags

Open a document.

Select:

Flag

You can:

  • Highlight a section

  • Add comments

  • Set severity

  • Notify another user with an @Mention

Perform Bulk Actions

Select multiple records.

Choose:

  • Send Requests

  • Enable Automations

  • Other available bulk actions

Best Practice: After sending Requests in bulk, perform a second bulk action to enable Automations.

Create Reports

Navigate to:

Parties

Apply the desired Filters.

Select:

Save View

To export:

  • Select the three-dot menu.

  • Choose Export.

To automate reports:

  • Select Create Scheduled Report.

  • Choose recipients and frequency.

  • Save.

Update Compliance Profiles

When requirements change:

  1. Duplicate the existing Compliance Profile.

  2. Rename the duplicate.

  3. Make your updates.

  4. Assign the new profile to future Requests.

Avoid editing active Compliance Profiles whenever possible.

Need Additional Help?

Click the ? icon anywhere in TrustLayer to access the Knowledge Base for additional articles, walkthroughs, and best practices.

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