Starter Series Onboarding
Starter version of Trustlayer Onboading
10 articles
- How Do I Get Started with TrustLayer Starter?Issue/Question: How do I access and begin using TrustLayer Starter?
- 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.)
- 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)