Starter's Request & Review Workflow

See how easy it is to add new vendors, suppliers, or subcontractors to your project with just a few clicks. This quick demo highlights our streamlined workflow for keeping your team and documentation organized, so you can focus on what matters most—delivering successful projects.

Starter's Request & Review Workflow 

**(NOTE: Parties** are any third parties (e.g., subcontractors, vendors, tenants, etc.) that you are looking to request or track documentation from.)

STEP 1: Add a Party

TrustLayer

**(NOTE: Requests are Party/Project** specific workflows that allow users to track multiple aspects of their third parties vendor lifecycle and compliance separately)

STEP 2: Create Requests

Requests
Activity
Documents
Attributes
Contacts
Emails

(NOTE: This is how you allow your third **Parties** to view created **Request(s)** and their associated **Requirements**, as well as upload relevant documentation)

STEP 3: Send an Email

Ilari-etta
Vendor
type
0/2
2 documents
No expirations
2 emails
Last sent: a minute ago
Becky's Hair Care
Vendor
0/1
1 document
No expirations
No emails
Last sent: Never
Jay's Concrete & Tile
Vendor
0/2
1 document
Expiration: Jan 1, 2030
No emails
Last sent: Never
BCK Development Services
Vendor
0/1
No documents
No expirations
No emails
Last sent: Never
Ivy Construction
Vendor
0/1
1 document
No expirations
No emails
Last sent: Never

(NOTE: This is how you review uploaded documents to determine which of your third **Parties** are compliant vs. non-compliant with the **Request(s)** you’ve sent them.) 

STEP 4: Review a Document

TrustLayer | Document Review Page

Compliance doesn’t have to be complicated.
Starter makes it simple, automated, and free—for up to 50 vendors.

You're Ready to Start with Starter

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