Workflow overview
The compliance review follows a four-stage process:1
Requested
Truthlocks sends a compliance request to your tenant. You receive an email
notification with the requirements and a deadline.
2
In progress
You review the requirements and prepare your response. Upload evidence
documents or provide URLs, then write your answers.
3
Submitted
After you submit, your response is under review. You cannot edit your
submission during this stage.
4
Reviewed
The review is complete. Your submission is either approved, declined, or
returned with a request for additional information.
Submitting a compliance response
Navigate to Settings > Compliance in the console to view any active compliance request.1
Review requirements
Read the compliance requirements sent by Truthlocks. A deadline is
displayed if one has been set.
2
Prepare your answers
Write your response in the answers field. This is a free-text area where
you can address each requirement.
3
Attach evidence
Attach supporting documents in one of two ways:
- Upload files — drag and drop or browse to upload documents directly.
- Add URLs — paste links to externally hosted documents.
4
Confirm and submit
Check the attestation checkbox to confirm that all information is accurate
and complete, then click Submit.
Review outcomes
After submission, the platform reviews your response and returns one of three outcomes:
Reviewer notes are shared with you at each stage so you can understand exactly what is needed.
Status reference
Email notifications
You receive email notifications at key points in the workflow:- When a compliance request is sent to your tenant
- When additional information is requested
- When your submission is approved or declined
Related
Audit logs
All compliance actions appear in your audit trail.
Trust & compliance
Truthlocks platform compliance certifications.