Getting Started

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

• Start here: Brand your portal in 30 seconds
• Using the Portal Designer
• Configuring the Public view of your Portal
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Managing Connections

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

Managing Documents

• Adding New Documents
• Editing Documents
• Document Access
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Managing your Knowledge Base

• Knowledge Base Overview
• Adding content to your Knowledge Base
• Running a one-off search
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Handling Questionnaires

• Questionnaire Eliminator Overview
• Uploading a questionnaire
• Questionnaire index view
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Integrations

• Slack
• Salesforce
• DocuSign

Administration

• Inviting and Managing Your Team
• Enabling MFA for Conveyor
• Single Sign On
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For Reference

• Frequently Asked Questions
• Status
• How we share your information
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