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Onboarding and Training
Onboarding and Training
Onboarding new users to the TrustLayer Platform
21 articles
2. TrustLayer Overview & Compliance Management📌 Issue/Question: How do I navigate TrustLayer and manage compliance effectively?
4. Visual Indicators📌 Issue/Question: What do the different colors and icons in TrustLayer represent?
"Launch" or "Go Live" Recommendations📌 Applies to: TrustLayer users who are just getting started.
📌 Issue/Question: What should I do to start using TrustLayer?
6. Configuring Email Templates📌 Issue/Question: How do I configure and customize email templates in TrustLayer?
3. Creating and Managing Compliance Profiles📌 Issue/Question: How do I review, edit, and create a compliance profile?
Setting Up Automations📌 Issue/Question: How do I configure automations for document reminders and expiring documents in Trust Layer?
7. Adding a Party in TrustLayer📌 Issue/Question: How do I add a new party in TrustLayer?
Adding or Creating A Project📌 Issue/Question: Creating or adding a Project
Project Custom Fields📌 Issue/Question: How do I create and use project custom fields in TrustLayer?
📌 Issue/Question: creating a project layer of requirements
5. Configuring Party Type and Document Settings📌 Issue/Question: How do I configure party types and document settings in TrustLayer? How are party types linked to compliance?
Add a Party to a Project📌 Issue/Question: How to add a party to a project within Trustlayer.
Party Custom Fields📌 Issue/Question: How do I create and use custom fields for parties in TrustLayer? Additional information that may "filter""Scope of Work"
Communications @, Flags, and Contacts📌 Issue/Question: How can I communicate with coworkers and external contacts in TrustLayer?
Document Review📌 Issue/Question: How can I review documents efficiently within the platform?
Waive or Override Compliance Requirements📌 Issue/Question: How do I waive or override compliance requirements in the system?
Reporting📌 Issue/Question: How can I generate, export, and schedule reports in TrustLayer?
Tags📌 Issue/Question: How do I create, manage, and use tags in TrustLayer?
Document Request Landing Page📌 Issue/Question: What does a document request landing page contain, and how do parties interact with it?
Sending a Document Request📌 Issue/Question: How can I send a document request to a party in TrustLayer?
Umbrella Requirements📌 Issue/Question: How do I mark a party compliant if a party’s insurance meets requirements based on aggregated line items.
Make Compliant / Compliance "Placeholder"📌 Issue/Question: How can I mark a party as compliant without re-reviewing approved documents?