How to Send a Message via TrustLayer How to Send a Message via TrustLayer
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How to Send a Message via TrustLayer

The Messages feature allows you to reach out to third parties directly from the TrustLayer platform outside of a document request. This could be used for questions regarding documents, following up to a previous conversation that would not make sense to include in a document request, and more.

 

How to Send a Message

1 Using the left Navigation bar, click on Parties.

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2 Locate the Party you wish to contact and click into their profile.

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3 Click on Contacts & Messages.

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4 Click the blue Start Conversation button.

Note: If a message has been sent in the past, a text box will appear in place of the blue button. See second image for an example.

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5 Enter the Message you wish to send in the text box. 

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6 Click the blue Send button to send the message.

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How to Send a Message Video Demo

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