Trustlayer New Experience V2
Onboarding and Training guides for New Experience Trustlayer
24 articles
V2 How to Add a Project in TrustLayerHow do I create and configure a new project in TrustLayer, including project attributes and tying documents or parties to it?
V2 How to Add a Party in TrustLayerHow do I add a new party (vendor/subcontractor/tenant/client) in TrustLayer and assign a compliance profile?
V2 How to Edit Portal Messaging in TrustLayerHow can I edit or customize the default and request-specific messaging shown on the TrustLayer document upload portal?
V2 TagsTrustLayer users managing parties, projects, documents, and using tags or attributes for organization and filtering.
V2 How to Review, Edit, and Create a Compliance ProfileYou can review, edit, or create a compliance profile by navigating to Workspace Settings > Compliance Profiles.
V2 AutomationsHow do I set up and manage automated document reminders and expiring document reminders in TrustLayer?
V2 ContactsHow do I add or edit a contact for a party in TrustLayer?
V2 How to Create, Save, and Export Views & Reports in Trust Layer📌 Issue/Question: How do I filter parties, save views, and export or schedule reports in Trust Layer?
V2 Party AttributesHow do I add party attributes in TrustLayer to track important information and use them for filtering?
V2 Email TemplatesTrustLayer Admins, Workspace Owners, and Implementation Managers
V2 Project AttributesHow do I set up and use project attributes to collect and manage project-specific information or requirements?
V2 Document ConfigurationTrustLayer users managing document types and compliance documentation.
V2 Party ConfigurationTrustLayer users managing party configurations and compliance profiles.
V2 Document Review📌 Issue/Question: How do I review documents and ensure they are correctly validated, categorized, and tracked for compliance?
V2 Make Compliant📌 Issue/Question: How do I use the Make Compliant feature to mark requests or parties as compliant in TrustLayer?
V2 Uploading DocumentsHow do I upload documents in TrustLayer, and what are the different ways to assign documents to parties or requests?
V2 Waives and Overrides📌 Issue/Question: How do I waive or override compliance requirements in TrustLayer?
V2 Settings- Party Portal📌 **Issue/Question:**
How can I edit or customize the default and request-specific messaging shown on the TrustLayer document upload portal?
V2 Sending a Request EmailHow do I send email requests to one or multiple parties in TrustLayer?
V2 Add a Team memberHow do I add a new team member in TrustLayer and assign the appropriate role?
V2 Document Request Portal / Landing PageHow does the document request portal work for submitting and managing compliance documents in TrustLayer?
V2 Go Live and Launch Recommendations📌 Issue/Question: How can I quickly clean up my account and start managing documents and parties in TrustLayer?
V2 Using @Mentions, Flags, and Activity TimelineHow do I use @mentions, flags, and the activity timeline to communicate within TrustLayer?
V2 Add a Request/Party to a ProjectHow do I add a party to a project and send a request for compliance documents or information in TrustLayer?