video1.0<iframe src="https://www.loom.com/embed/50a23b445e184ee3aff990000259db86" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/50a23b445e184ee3aff990000259db86-5885d55ec776782d.gif1100.949This Loom explains how to efficiently manage compliance documents in TrustLadder after review. It covers using flags to ask questions with severity and notes via at mentions, then how the flagged items appear on the party page and in the activity timeline for asynchronous communication. It also shows document actions like archiving, reprocessing with AI, logging verification or cancellation, renaming files for a consistent convention, and assigning the document to parties or projects. Finally, it reviews party, project, and request editing plus reporting tools for creating filtered views, exporting spreadsheets, and scheduling recurring reports.