Drafting Changes to your Trust Center
Time to complete: 5–10 minutes Prerequisites: Designer access. To publish your Trust Center for the first time, you need Designer Admin access.
Overview
Drafts let you change your Trust Center's design and layout without touching the live experience. Experiment, preview exactly what visitors would see, share a preview link for sign-off, and publish only when you're confident.
You can use a draft whether or not your Trust Center is live yet:
- Already live? Your draft starts from your current published Trust Center. Visitors keep seeing the published version until you publish your changes.
- Building for the first time? Use a draft to set everything up before you go live.
Drafts cover the design and layout of your Trust Center. Content like documents, Q&A, and announcements is managed live in the Knowledge management section — see What's in your draft vs. what's live below.
What's in Your Draft vs. What's Live
In your draft
These changes stay in your draft and only reach visitors when you publish:
- Layout — reorganizing and reordering sections
- Section visibility — showing or hiding sections
- Colors and fonts
- Logo, banner, and cover images
- Localization — turning on new languages
- Public view type — switching between the Modern Landing and Simple Form page layouts
Edited live
These changes apply immediately, with no publish step:
- Knowledge content — adding and publishing documents, Q&A content and visibility. This keeps one source of truth across your Trust Center and questionnaire automation.
- Section content in the Designer — on the Published tab, anything you edit under Edit Active Content publishes live as soon as you save. Click a section's edit icon, or hover over the section on the page.
- Announcements — published live, but you can schedule them in advance. A scheduled announcement appears as a preview to admins and can be edited until its publish date.
Edit Active Content changes skip the draft. These sections publish to visitors on save:
- Header and identity: Company Profile, Quick Links
- Page sections: Certifications, Documents & Knowledge Base FAQs, Our Philosophy, Coming Soon, Quick Summary, Subprocessors, Trusted By, Featured Documents, Announcements, What we Offer, Video Resources
Trust Center Imagery also appears in this list, but imagery changes are draft-only — make them in your draft and publish.
Want to show or hide one of these sections, or change its order? Do that in your draft.
Content you edit under Edit Active Content goes live as soon as you save.
Create a Draft
- Go to Trust Center → Designer.
- Select the Draft tab in the right panel.
- Click Create Draft.
Click Create Draft to start staging changes.
Your edits save to the draft automatically. The Designer's breadcrumb shows the draft's name, and the right panel shows Draft Name, Share Preview, and Change Log.
In your draft you can:
- Reorder sections and change their visibility in the Section Layout panel
- Update colors and fonts
- Swap your logo, banner, or cover images
- Turn on new languages under Localization
- Switch your Public View between Modern Landing and Simple Form
Preview Your Draft
Click Preview as... in the upper-right corner to see exactly what visitors would see if you published now. Preview as different visitor types to check what each audience sees. See Previewing your Trust Center.
Share a Preview Link
To get feedback or sign-off from someone else on your team before you publish, copy the link next to Share Preview in the Draft tab and send it.
The link opens your draft exactly as a visitor would see it: public content only, with a Get Access button. People who are approved see the content they've been given access to — just like on your live Trust Center. This means you can test the full access flow, from requesting access to viewing gated documents, before you go live. See How to test what your customers will see.
What's the difference between a Share Preview link and Preview as?
- Share Preview link — a separate URL that looks exactly like your Trust Center will to visitors, with no preview banner. Use it to test the access flow or get sign-off.
- Preview as... — opens your draft from Conveyor with a Draft Preview banner at the top and the blue Previewing as bar at the bottom. Use it to switch quickly between visitor types and access groups to view the Trust Center as they would.
Track Changes with the Change Log
As you edit, Conveyor builds a Change Log for your draft that tracks what changed and who changed it. You'll find a summary in the Draft tab (for example, 5 Layout Changes).
Publish Your Draft
- Click Publish Draft in the upper-right corner.
- Review the summary of changes in the Publish Draft to Live URL? window.
- Optionally, add a Changelog Note describing what you changed.
- Click Publish Live URL.
Only Designer Admins can publish a Trust Center for the first time to go live. After it's live, users with Designer Editor access can publish later drafts. Admins can update permissions in Organization Preferences → Members & Access.
Review your changes and add an optional changelog note before you publish.
Publishing your Trust Center for the first time?See Customizing the URL and going live for information on custom URLs and what to do after launch.
Common Questions
Q: What happens to my changes before I publish?
A: They save to your draft. Visitors keep seeing your published Trust Center until you publish.
Q: Can I edit documents, Q&A, or announcements in a draft? A: No. Knowledge content is edited live and applies immediately. Announcements are also published live, but you can schedule them in advance.
Q: How many drafts can I have?
A: One draft at a time across your entire Trust Center.
Q: Can others review my draft without a Conveyor account?
A: Yes. Send them the Share Preview link. They'll see public content until they're approved.
Q: I edited a section and it went live right away. Why?
A: Edits made under Edit Active Content on the Published tab publish on save and don't go through your draft. See What's in Your Draft vs. What's Live above.
Q: How do I rename or delete my draft?
A: In the Draft tab, click the ⋮ menu next to Draft Name, then select Rename or Delete draft. A deleted draft can't be recovered, but your published Trust Center isn't affected.
Q: How do I take my Trust Center offline?
A: On the Published tab, change the status from Public to Unpublished. Only Designer Admins can do this. See Customizing the URL and going live.
What's Next?
- Previewing your Trust Center — see your draft as different visitor types.
- Configuring the public view of your Trust Center — Choose between Modern Landing and Simple Form.
- Trust Center localization — Set up the languages you turn on in your draft.
- Maintaining your Trust Center — Keep your live Trust Center up to date.
Need help? Visit the Troubleshooting guide or contact [email protected].
Updated 9 days ago