Starter
Starter Knowledge
15 articles
STEP 1: Create Compliance ProfilesCompliance Profiles serve as the foundation.
STEP 2: Configure Portal MessagingNote: Located on document request landing page or Portal
STEP 3: Configure Party TypesWhat are Parties?
STEP 4: Create Tags in Tag LibraryParty identifiers (like a sticky note)
STEP 5: Configure Document TypesDocument Types
STEP 6: Create AttributesFields with a value
STEP 7: Configure Email Templates(NOTE: This is where you edit default email templates or create custom email templates to tailor third-party communication to your needs.)
STEP 8: Configure Automations(NOTE: Automations allow for streamlined reminders and actions around document collection.)
STEP 9: Add/Manage Team Members (Users)(NOTE: This is where you add and remove TrustLayer users providing them access to the Platform.)
Starter- Request and Review WorkflowSee how easy it is to add new vendors, suppliers, or subcontractors to your project with just a few clicks.
STEP 1: Add a Party(Parties are any third parties (e.g., subcontractors, vendors, tenants, etc.) that you are looking to request or track documentation from.)
STEP 2: Create RequestsRequests are Party/Project specific workflows that allow users to track multiple aspects of their parties vendor lifecycle and compliance.
STEP 3: Send an EmailThis is how you allow your third Parties to view created Request(s) and their associated Requirements, as well as upload relevant documents.
STEP 4: Review a DocumentYou can review documents from the dashboard, party profile, or project view
How Do I Get Started with TrustLayer Starter?Issue/Question: How do I access and begin using TrustLayer Starter?