video1.0<iframe src="https://www.loom.com/embed/cf5a8cf448fd47b9ae5516f34facec28" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/cf5a8cf448fd47b9ae5516f34facec28-0170c3342fa5f4a4.gif1066.368This Loom provides a guided tour of TrustLayer workspace settings and how they support the compliance workflow. It explains the filing-cabinet model of parties, project drawers, requests, and documents such as COIs and W-9s, with compliance profiles acting as the grading rubric tied to party types. The presenter covers dashboard settings, workspace settings for display name, unique portal URL, and logo, plus team member roles and notification behavior. It also reviews compliance profile configuration, request container defaults, tags, documents, automations for reminders, attributes, email templates, and available integrations via API or native connections like Procore, QuickBooks, Vista, and CMIC.