New STEP 8: Configure Automations

**(NOTE:** Automations allow for streamlined reminders and actions around document collection.)

STEP 8: Configure Automations

TrustLayer

TrustLayer | General settings

Expiring Document Reminders

Start 90 days before Next Expiration Date

TrustLayer | Automation Settings

Ilari-etta
Vendor
type
0/1
3 documents
No expirations
No emails
Last sent: Never
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

STEP 8: Configure Automations

(NOTE: Automations allow for streamlined reminders and actions around document collection.)

New STEP 8: Configure Automations