TrustFrame allows users to upload various documents and marketing pieces for an automated marketing compliance review. TrustFrame streamlines document scanning to allow content creators the creative flexibility to make their own marketing pieces, while ensuring company standards and regulatory guidelines are still met.
Non-admin users, known as Submitter users, have the ability to submit Documents to TrustFrame through a dedicated uploader view. Login credentials such as a username or password, are not necessary to access this portal. See the steps below to get started:
Step 1: Enter Work Email
Submitter users must first enter a company-related work email to proceed to the submission portal.
Step 2: Upload a Document
Submitter users have the ability to drag and drop files or choose a file from their computer's file manager for document review. At this time, TrustFrame currently supports the file types of .JPG, . PNG, and .PDF files. There is a maximum file size of 30MB per upload.
Step 3: Wait for Document Scan
After a Submitter user adds a Document, the system will begin analyzing the marketing piece. The system will display a preview of the Document and will begin creating a Document Title based on what is extracted from the file. Generally, the review of a single marketing piece concludes within 30-90 seconds, depending on the number of Rules included by the Admin user in the Rules engine. Submitter users will also receive an email confirmation when the Document scan has concluded.
Step 4: Review Findings
Submitters should note the Document Status (Approved or Non-Compliant), then review any individually outlined Issue findings. Layered onto the Document itself, each individual Issue identified relates directly to a particular highlight onscreen. If users select a highlight on the Document, the corresponding Issue text will expand, and vice versa.
Each Issue will not only outline the individual problem on the document, but also how to remediate the Issue through a change to the marketing piece.
Step 5: Resubmit
After reviewing the outlined Issues and the recommended remediation therein, Submitter users can select the Submit Updated Document button to upload an updated Document to see if the newest submission's version receives an automated approval for use.
Step 6: Approval
Once a Document has been scanned and no Issues have been identified, the Document will reflect a status of Approved, indicating it is approved for use (confetti included)!
Submitter users will also receive an email confirmation when the Document scan has concluded.
Additional Action Options
After a Document review has concluded, Submitter users will have the ability to take the following additional action options as needed:
Ask a Question: users can interact with an AI Compliance Agent through the Ask a Question flyout screen. Examples of common questions might include what a specific regulation, like TILA, covers or recommendations on what verbiage to use while editing a document.
Request Manual Review: Submitter users may elect to request a manual review of the Document from the company's TrustFrame administrator using the Request Manual Review button. It is advised that Submitter users should first attempt to resubmit a new version of the marketing piece before requesting a manual review.
Mobile Friendly
Submitter users have the ability to upload Documents into TrustFrame on either a desktop computer or a mobile device. Guest Access Users, also known as non-admin users, will not be required to input a username or password to access the upload portal.
