Using Overview tab on Party Profile page Using Overview tab on Party Profile page

Using Overview tab on Party Profile page

The Overview tab is 1 of 5 tabs located on the profile page for each of your individual Parties. This tab allows you to view and access actions that have a direct impact at the Party level. 

The Overview tab is broken up into several different sections. Outlined below are each of these sections and their functionality.


This article contains the following: 

Compliance Summary  

Additional Notes 

Activity Timeline




Related Articles: 

How to Create a Compliance Profile


Compliance Summary  

This section allows you to see which Compliance Profile is assigned to the specific Party you are currently viewing. It also provides a high level snapshot of each of your Requirement Groups within your Modules that are a part of your Compliance Profile



Within your Compliance Summary, you can click the Pencil Icon to make edits to the assigned Compliance Profile. Any edits that you make while in the party profile will impact that party directly and become a Custom Compliance Profile for that particular party, and will not impact the system globally.

NOTE: You cannot edit or customize a Compliance Profile at the Party-level if that Party is assigned to a Project



This section also provides you with a high level view of which Modules and Requirement Groups in your overall Compliance Profile are compliant or still non-compliant. The green checkmarks indicate compliance while the red Xs indicate non-compliance. 


Additional Notes 

This section allows you to add any Party-specific notes directly to the profile.



1 To add a note, click the Edit button located to the right of the Additional Notes section.



2 Type your Note into the text box provided.



3 Use the Editor's Toolbar at the bottom of the text box for formatting options or to add links. 



4 Once done, click the Save button located at the the top right of the section to complete this process.



Activity Timeline

This section shows all user activity including chats and actions completed with the Party you are currently viewing.



You can utilize the comment text box to communicate with other TrustLayer users that also have access to the Party you are viewing. Each time a comment is left for a specific user, an email is sent to that user letting them know they have pending communication within TrustLayer. 

1 To utilize this feature, simply type your message into the text box provided. 



2 To reference a specific user, type the "@" Symbol followed by the User's Name as it appears in the TrustLayer system. 



3 Use the Editor's Toolbar at the bottom of the text box for formatting options or to add links. 



4 Once done, click the Comment button located towards the bottom left of the text box. 




This section provides you a list of actions/features you can quickly access:

  • Send Document Request - This allows you to send a request for documents utilizing the initial document request email template. You can edit the template from here as needed. This will request the Party to upload documentation based on what they are currently non-compliant in.
  • Start a Conversation - This allows you to craft a custom email to send directly from TrustLayer to the main point of contact for the party. 
  • Review Documents - This allows you to enter directly into the Document Review page, if the Party has documents to review.
  • Upload Documents - This allows you to upload any relevant documents (COIs, W-9s, Licenses, etc.) and directly associate those documents to the Party you're in. 



Latest Document Request 

This section shows you a date of when the last document request was sent for that particular party. You'll also see a link to the document request landing page that you can click on so that you can see what the recipient sees. mceclip0.png



This section shows you a list view of all the active documents assigned to that particular party.



Anything listed with the To Review status indicates documents that still need to undergo the Document Review process. You can click directly onto one of those documents to enter into the document review page.