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Conveyor Documentation
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Getting Started

  • Welcome to Conveyor
  • Quick start: Self-serve portal
  • Quick start: GPT-3 powered Questionnaire Eliminator
  • Quick start: Questionnaire-as-a-Service

Designing your Portal

  • Start here: Brand your portal in 30 seconds
  • Using the Portal Designer
  • Configuring the Public view of your Portal
  • Customizing fonts
  • Customizing the send-from email address
  • Customizing the URL of your portal
  • How to test what your customers will see in your portal
  • Going Live with your Portal

Managing Connections

  • Connections Overview
  • Inviting Customers and Prospects
    • Approving Access Requests
    • Bypassing the NDA
    • Revoking a connection or individual user's access
    • Resending Invite
  • Non-Disclosure Agreements (NDAs)
    • Adjusting global NDA logic
    • Setting up a Clickwrapped NDA
    • Redlining DocuSign NDAs
    • Using DocuSign templates
    • Viewing Signed NDAs

Managing Documents

  • Adding New Documents
  • Editing Documents
  • Document Access
  • Organizing Documents With Folders
  • Document Watermarking

Managing your Knowledge Base

  • Knowledge Base Overview
  • Adding content to you Knowledge Base
  • Running a one-off search
  • Q&A access levels
  • Maintaining your Knowledge Base

Handling Questionnaires

  • Questionnaire Eliminator Overview
  • Uploading a questionnaire
  • Questionnaire index view
  • Switching views
  • Understanding the ConveyorBot results
  • Editing an answer
  • Collaborating on questionnaires
  • Exporting questionnaires

Integrations

  • Slack
    • Installation and Upgrades - Slack
    • Usage - Portal Activity and Approvals
    • Submitting a Questionnaire
  • Salesforce
    • Creating a scoped-down Salesforce account
    • Auto-approval and NDA bypass
    • Inviting from Salesforce
    • Variations on inviting from Salesforce
  • DocuSign

Administration

  • Inviting and Managing Your Team
  • Enabling MFA for Conveyor
  • Single Sign On
    • Single Sign On Provider Setup
    • Organization Login ID
    • Require Single Sign On
    • Exempt Users from SSO Requirement
    • User and Group Provisioning via SSO & SCIM
  • Product Lines

For Reference

  • Frequently Asked Questions
  • Status
  • How we share your information
  • Passwordless Authentication
  • Vendor Trust Beta
    • Discover Vendors
    • Review Vendors
    • Conducting a Review
    • Manage Vendors
    • ServiceNow
    • Creating a scoped-down ServiceNow account
  • How Conveyor utilizes OpenAI

Creating a scoped-down ServiceNow account

Suggest Edits

This page is under construction - coming soon!

Next step

Return to the ServiceNow documentation to finish setting up your Salesforce account.

Updated 8 months ago


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