Getting Started

• Welcome to Conveyor
• Quick start: Self-serve portal
• Quick start: GPT-powered Questionnaire Eliminator

Designing your Portal

• Start here: Brand your portal in 30 seconds
• Using the Portal Designer
• Configuring the Public view of your Portal
• View More…

Managing Connections

• Connections Overview
• Inviting Customers and Prospects
• Non-Disclosure Agreements (NDAs)

Managing Documents

• Adding New Documents
• Editing Documents
• Document Access
• View More…

Managing your Knowledge Base

• Knowledge Base Overview
• Adding content to your Knowledge Base
• Running a one-off search
• View More…

Handling Questionnaires

• Questionnaire Eliminator Overview
• Adding a questionnaire
• Questionnaire index view
• View More…

Integrations

• Slack
• Salesforce Overview
• DocuSign

Administration

• Inviting and Managing Your Team
• Enabling MFA for Conveyor
• Single Sign On
• View More…

For Reference

• Frequently Asked Questions
• Status
• How we share your information
• View More…