Onboarding and Training
How to use Trustlayer and getting started
25 articles
V1 Welcome to TrustLayer!Introduction to your Journey onboarding with TrustLayer
V1 TrustLayer Overview & Compliance Management📌 Issue/Question: How do I navigate TrustLayer and manage compliance effectively?
V1 Visual Indicators📌 Issue/Question: What do the different colors and icons in TrustLayer represent?
V1 "Launch" or "Go Live" Recommendations📌 Applies to: TrustLayer users who are just getting started.
📌 Issue/Question: What should I do to start using TrustLayer?
V1 Configuring Email Templates📌 Issue/Question: How do I configure and customize email templates in TrustLayer?
V1 Creating and Managing Compliance Profiles📌 Issue/Question: How do I review, edit, and create a compliance profile?
V1 Setting Up Automations📌 Issue/Question: How do I configure automations for document reminders and expiring documents in Trust Layer?
V1 Adding a Party in TrustLayer📌 Issue/Question: How do I add a new party in TrustLayer?
V1 Adding or Creating A Project📌 Issue/Question: Creating or adding a Project
V1 Project Custom Fields📌 Issue/Question: How do I create and use project custom fields in TrustLayer?
📌 Issue/Question: creating a project layer of requirements
V1 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?
V1 Add a Party to a Project📌 Issue/Question: How to add a party to a project within Trustlayer.
V1 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"
V1 Communications @, Flags, and Contacts📌 Issue/Question: How can I communicate with coworkers and external contacts in TrustLayer?
V1 Document Review📌 Issue/Question: How can I review documents efficiently within the platform?
V1 Waive or Override Compliance Requirements📌 Issue/Question: How do I waive or override compliance requirements in the system?
V1 Reporting📌 Issue/Question: How can I generate, export, and schedule reports in TrustLayer?
V1 Tags📌 Issue/Question: How do I create, manage, and use tags in TrustLayer?
V1 Document Request Landing Page📌 Issue/Question: What does a document request landing page contain, and how do parties interact with it?
V1 Sending a Document Request📌 Issue/Question: How can I send a document request to a party in TrustLayer?
V1 Umbrella Requirements📌 Issue/Question: How do I mark a party compliant if a party’s insurance meets requirements based on aggregated line items.
How to Remove a Party from a Project
V1 Make Compliant / Compliance "Placeholder"📌 Issue/Question: How can I mark a party as compliant without re-reviewing approved documents?
How to Use the Select All Bulk Option
How to Enable/Disable Automations in Bulk