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Platform Training
TrustLayer Updates

Platform Training

Feature Uses

Automations
Project Compliance Dashboard View
Party Custom Fields
Bounced emails workflow
How to Use Command Bar Search
Using Projects tab on Party Profile page
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Guides & Processes

Basics for Reviewing a Certificate
Getting Started with TrustLayer
Quick Start Guide
Certificate Compliance Process

How Tos

How to Enable/Disable Automations in Bulk
Next Expiration on Parties List Page
How to Add a New Procore Integration (Updated)
How to Import and Export Compliance Profiles
How to Setup Webhooks
How to Use the Select All Bulk Option
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Frequently Asked Questions

User Role Permissions
Supported Browsers
General FAQs

Announcements

Multi-Project Document Request Landing Page
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TrustLayer Updates

TrustLayer App Status

Use this page to view the status of the TrustLayer application.

TrustLayer App Status

What's New

Monthly product updates for new functionality in TrustLayer

What's New: Dec 21, 2023
What's New: Aug 31, 2023
What's New: July 5, 2023
What's New: June 28, 2023
What's New: June 21, 2023
What's New: March 15, 2023
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