The Document Request feature allows you to reach out to third parties directly from the TrustLayer platform and request any new documentation when current documentation is missing, expired, or set to require.

Instead of sending a request to each Party one by one, you can utilize the bulk send feature to send a request to multiple Parties at once.

1 Using the sidebar menu located on the left side of the screen, click Parties.

2 If all of your parties have missing documents, skip to step 3. If some do and some don't, click the Filter button, then select Documents Count. Next, choose Exactly from the dropdown and 0 in the number text box.

NOTE: This step filters your Active Parties list to only include Parties with exactly 0 documents in the TrustLayer system. By doing so, you better ensure you are initially requesting docs from only those without any associated documents currently.

3 Scroll down to the bottom of the page. At the bottom right, use the dropdown to set your Active Parties List as the number of Parties per page.

4 Once on the parties list page, click on the checkbox on the left next to Name. This will auto-populate check boxes next to each Parties name on that page.

5 Next, by clicking on the number of parties selected, you'll find a dropdown menu and you'll be able to:

5 Next, click the Send Request button.

6 The Review Recipients window will open. As long as each Party has a Primary Contact assigned to it, TrustLayer will auto-populate that contact's email.

NOTE: In case you're sending the document request to all of your parties, the review recipients window will show you just the total number of parties selected that already have a valid email address.

7 Once you've checked all emails, you will pass to step 2, where you can select the email template via the dropdown menu and the Email Subject

8 Once you've checked all, click the blue Send Requests button at the bottom right of the window.