Below are some videos to help you get started within the TrustLayer platform.
This article contains the following videos:
Welcome to the Dashboard
This video breaks down the visuals on your Organization Dashboard and what they mean. It also dives into basic functions within the Parties, Documents, and Projects pages accessed via the left navigation bar.
You can view the related article here.
Welcome to the Settings
This video walks you through the settings within TrustLayer. Below is a list of where each section within settings starts to help you navigate through the video as desired. Click on the title of each section to get to the related article if applicable.
General Settings - 00:35
Team Members Page - 02:27
Compliance Profiles - 04:16
Parties Configuration Page - 9:26
Documents Configuration Page - 16:16
Projects Configuration Page - 18:09
Emails Configuration Page - 23:56
TrustLayer API and Integrations - 29:20
Your Profile - 30:46
Text Snippets - 31:30
Reviewing Documents & Sending Document Requests
This video walks you through the basics of reviewing documents, how to use different functions while reviewing documents, and sending document requests. Click on the title of each section to get to the related article if applicable.
Review a Document - 0:27
Send a Document Request - 12:26