Spring 2017 Release
March 16th, 2017
This major release launches our new user interface, which features beautifully redesigned views,
intuitive navigation and forms, greater user control over permissions and significantly enhanced
reporting flexibility. In addition to these platform upgrades, system updates have been implemented
that increase speed and stability, several bug fixes have been applied, and support resources have
Platform-wide User Experience Redesign
The new Trust Exchange user interface features attractive, easy to understand views and intuitive top
level navigation in the left sidebar, as well links to user-friendly support resources and company
information in the footer of every page. In addition, helpful text descriptions and mouse over
information is served up contextually throughout, and forms for searches, reports and information
entry have been extensively redesigned for simple and efficient input of parameters and data.
Enhanced Dashboard Information
Dashboard pie charts have been replaced with dynamic graphs which provide detailed information on
multiple aspects of portfolio list status at a glance. The new dashboard also features a scrolling feed
in the right sidebar highlighting summaries of new events created in portfolio companies. The
dashboard continues to offer direct navigation between portfolios, and list management, monitoring
and reporting tools remain accessible via the list drop down menu. New, expanded reporting
capabilities can be utilized by clicking on the “Reports” icon in the navigation sidebar.
Intuitive, Versatile Reporting Tools
In the updated interface, reports are built using easy-to-understand report wizards and permit
significantly increased reporting versatility. Event Reports and Checklist Reports can be created for
any number or combination of companies and/or portfolios. Each report type allows the user to select
a custom set of events or checklists to report on, and the user may choose from several convenient,
pre-set date ranges.
Flexible Company Profiles
Both company profile views and reports increase user control over the types of events displayed and
the date range covered. Enterprise tier users may now delete events which they themselves have
created from a company’s timeline.
Expanded Company Information
Company information input forms are now tiered in multiple tabs, allowing a user to add basic
information and then more details as desired. A company owner has access to additional tabs to
further complete their company’s profile. This information works hand-in-hand with enhanced search
capabilities, and will allow prospective customers searching Trust Exchange to more easily find
vendors who meet their needs. Trust Exchange and its partners will also use this information to
feature companies who meet the criteria of our enterprise customers who are seeking vendors with
Improved Document Management
Documents can now be uploaded in a user’s “Files” section via an easy-to-use form. When attaching a
document to an event, a user’s list of documents is served up at the bottom of the new event entry
form, allowing a user to click to select any number of documents to attach them to the event.
Several useful enhancements have been implemented with this release:
● Editing permissions can now be selectively granted for both private and public events
● A “Comments” field, which displays in the Event Report as well as in event summaries, has
been added to all event types
● Users can now navigate to portfolios from a company profile
● Functional organization is improved for portfolio and user settings
● Many entry fields for event creation, checklist monitoring, permissions and reports
throughout the platform now use incremental search rather than scrolling lists for input
Other Resources and Links
To research a company, sign up for a Free account, or sign in to an existing account please visit TrustExchange.
To access our Help Center and Community Forum, please visit our Zendesk.
To inquire about our services or ask questions about this release please email