After documents have been uploaded to TrustLayer, you can find them all by using the Documents tab on the left side navigation bar. This section allow you to view documents in a list format while providing options to search for a particular document.

To stay organized, it is recommended to assign a Document Type to each item uploaded during the Document Review process. The system will automatically assign documents that are able to be identified as Certificates of Insurance to that document type. Other documents will be placed into the Generic Documents category.

If you are needing to upload documents, you can do so on this page. This allows you to upload one individual document or multiple files without needing to make sure you are in the correct party.

1 Click on the blue Upload documents button in the upper right.

2 Drag and drop files where it says Upload Documents. If you do not have the files readily available, you can select Click to Browse and Select documents that are stored on your local machine.

Note: To select multiple files, hold the shift key on your keyboard after clicking the first document and click the remaining documents needing to be uploaded. You will see all items clicked while holding the shift key become highlighted.

3 Click Upload.

There are a few tools to help when searching for a document on this page.

1 The search bar will allow you to type in the full or partial document name by clicking in the box that says Find by Name...

2 Another option would be to Filter the list of documents. After clicking Filter, you will see the many options to help find the document you are seeking. You can select as many filters as you would like in order to help narrow down the documents in the system.

3 Sorting arrows are little tools that show you how the documents are currently being arranged on the screen and allow you to change the arrangement as desired. As you hover over each category title, you will see the arrows appear.

Categories are Document Name, Stats, Party, Subject, Expiration, and Upload Date.

Clicking on the name column will adjust the arrangement of the documents as they appear on the screen.

When selecting a document, you will be given various options for what you can do with the document. Some options will vary based on if the document has been assigned to a party or if the document currently remains unassigned. You can determine if the document has been assigned by looking at the Party column of the list of documents.

To see the options available, you can choose the option below that best suits you or the action you are trying to complete.

1 When clicking into the document, you will arrive at the Document Review page. The page will appear differently based on whether or not the document has been assigned to a Party.

Screenshot of a document that has been assigned to its party.

Screenshot of a document that has NOT been assigned to its party.

If the document has been assigned, you will be able to complete the following actions in this window:

If the document has not been assigned, you will be able to complete the following actions in this window:

Note: In order to proceed with Document Review, you will need to assign the Document to a Party.

3 Clicking the 3 dots to the right of the document will show you the options available to perform on a single document:

4 Without clicking on a document, you can see a few basic functions as well.

Bulk actions are an efficient way of completing tasks when there are multiple documents needing the same action. Most options previously shared are available as a bulk action, however, it is important to make sure the items all match the request being completed. For example, if attempting to assign a party in bulk, all documents selected will need to be assigned to the same party to correctly complete this bulk action.

Note: If you need to select a large number of documents, you can adjust the #/page dropdown to show more documents. If needing to select all documents, see additional steps below.

1 Select the documents required for the desired action. Note: To select all documents move to step 2. If all desired documents have already been selected move to step 5.

2 To select all documents. Click the box next to the Document name. This will select all documents on the current page.

3 Click the new dropdown near the action items. The number will advise how many documents have been selected.

4 Click Select all as desired.

5 Locate the action needing to be completed.

6 Confirm by clicking OK or complete action per instruction.