Frequently Asked Questions

Can I allow customers to redline the NDA in Conveyor?

No, we have scoped our NDA to limit this to the sharing of our security documents for the purpose of evaluating Conveyor as a vendor and cannot accept redlines.

If I invite a customer to the Portal, but they do not log in, does it count against my connections?

No, only customers that take action (downloading a document, viewing a knowledge base question, etc) count as an active connection.

What counts as a “connection” for the Customer Trust module?

A connection is an organization that you connect to, in order to grant access to your Portal. If you grant access to multiple individuals from a single organization, that counts as only one connection. For more general pricing details and questions, please reference our pricing page here.

I see "Your account isn't verified..." when I try to access my Portal Designer.

If you see this screen, it means someone may have claimed a portal at your domain already, or you have a legacy version of our product. Just hit "Request verification" to continue, and someone from Conveyor Support will be in touch.