How to Enable/Disable Automations in Bulk
Automations help streamline your workflow by automatically sending out...
Next Expiration on Parties List Page
The Next Expiration column on the parties list page is designed to show ...
How to Add a New Procore Integration (Updated)
TrustLayer enables the ability to add integration providers. When an int...
How to Import and Export Compliance Profiles
Users can now import and export compliance profiles. Previously, when cr...
How to Setup Webhooks
TrustLayer allows for an easier way to communicate data between applicat...
How to Use the Select All Bulk Option
The Select all option is now available on the Parties, Documents, and Pr...
How to Bulk Remove Parties from Projects
If parties have completed operations on a project and the additional req...
How to Remove a Party from a Project
If a party has completed operations on a project and the additional requ...
How to Edit an Existing Email Template
When a request is sent via TrustLayer, it is sent using one of many emai...
How to Add AM Best Rating & Financial Strength Indicator to a Compliance Profile
We've added the ability to include your desired AM Best Rating and Finan...
How to Waive/Override Requirements
In certain situations, you may make a business decision to allow a Party...
How to Customize a Compliance Profile at the Party Level
Compliance Profiles are typically assigned to a Party Type and the Party...
How to Create a Text Snippet
Text Snippets are pre-written comments or notes which can be used when c...
How to Create a New Document Type
Document types are used to organize documents that are uploaded into the...
How to Change a User's Role/Access
Within TrustLayer, there are 5 user roles to choose from, Admin Owner,...
How to Send a Message via TrustLayer
The Messages feature allows you to reach out to third parties directly f...
How to Inactivate a Project
When a project is complete or the project is no longer needing to be ref...
How to Archive a Document
When a Document is no longer relevant or expired and you have a replacem...
How to Inactivate a Party
A Party, within the TrustLayer platform, refers to vendors, subcontracto...
How to Create a Report
The reporting feature in TrustLayer allows you to create and save report...
How to Review a Document
The Document Review feature is one of the key components to accurately t...
How to Send a Bulk Document Request
The Document Request feature allows you to reach out to third parties di...
How to Add a New Party
A Party, within the TrustLayer platform, refers to vendors, subcontracto...
How to Use AM Best Financial Strength Ratings
TrustLayer now automatically includes AM Best ratings and financial stre...
How to use Fill & Sign
TrustLayer's Fill & Sign technology is simple to use and allows you to e...
How to Add/Delete a Team Member (User)
A Team Member is any user that has been invited to have access to the ...
How to Create a Compliance Profile
Compliance Profiles serve as the foundation for ensuring that the third ...
How to Create a Party Type
A Party Type is a subcategory of Parties such as subcontractor, plumber,...
How to Send a Document Request
The Document Request feature allows you to reach out to third parties di...
How to Upload a Document
The Document Upload feature allows you to upload and store any and all d...