SUNSETTING : V1 Onboarding and Training
How to use Trustlayer and getting started
23 articles
- V1 Welcome to TrustLayer!Introduction to your Journey onboarding with TrustLayer
- V1 TrustLayer Overview & Compliance Managementđź“Ś Issue/Question: How do I navigate TrustLayer and manage compliance effectively?
- V1 Visual Indicatorsđź“Ś Issue/Question: What do the different colors and icons in TrustLayer represent?
- V1 "Launch" or "Go Live" Recommendationsđź“Ś Applies to: TrustLayer users who are just getting started. đź“Ś Issue/Question: What should I do to start using TrustLayer?
- V1 Configuring Email Templatesđź“Ś Issue/Question: How do I configure and customize email templates in TrustLayer?
- V1 Creating and Managing Compliance Profilesđź“Ś Issue/Question: How do I review, edit, and create a compliance profile?
- V1 Setting Up Automationsđź“Ś Issue/Question: How do I configure automations for document reminders and expiring documents in Trust Layer?
- V1 Adding a Party in TrustLayerđź“Ś Issue/Question: How do I add a new party in TrustLayer?
- V1 Adding or Creating A Projectđź“Ś Issue/Question: Creating or adding a Project
- V1 Project Custom Fieldsđź“Ś Issue/Question: How do I create and use project custom fields in TrustLayer? đź“Ś Issue/Question: creating a project layer of requirements
- V1 Configuring Party Type and Document Settingsđź“Ś 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 Projectđź“Ś Issue/Question: How to add a party to a project within Trustlayer.
- V1 Party Custom Fieldsđź“Ś 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 Contactsđź“Ś Issue/Question: How can I communicate with coworkers and external contacts in TrustLayer?
- V1 Document Reviewđź“Ś Issue/Question: How can I review documents efficiently within the platform?
- V1 Waive or Override Compliance Requirementsđź“Ś Issue/Question: How do I waive or override compliance requirements in the system?
- V1 Reportingđź“Ś Issue/Question: How can I generate, export, and schedule reports in TrustLayer?
- V1 Tagsđź“Ś Issue/Question: How do I create, manage, and use tags in TrustLayer?
- V1 Document Request Landing Pageđź“Ś Issue/Question: What does a document request landing page contain, and how do parties interact with it?
- V1 Sending a Document Requestđź“Ś 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.
- V1 Make Compliant / Compliance "Placeholder"đź“Ś Issue/Question: How can I mark a party as compliant without re-reviewing approved documents?
- How to use Fill & Sign