Trustlayer New Experience V2- HOW TO's
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 Layerđź“ŚÂ Issue/Question:Â 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 Reviewđź“Ś Issue/Question: How do I review documents and ensure they are correctly validated, categorized, and tracked for compliance?
- V2 Make Compliantđź“Ś 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 Overridesđź“Ś Issue/Question: How do I waive or override compliance requirements in TrustLayer?
- V2 Settings- Party Portalđź“ŚÂ **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 Recommendationsđź“Ś 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?