Pre-launch checklist

Time to complete: 15 minutes
Prerequisites: You've completed Design & Setup and Security & Access Control

This is your final check before testing and going live. Run through this list to make sure you haven't missed anything critical.

You don’t need everything to be perfect, just make sure the essentials are covered. You can refine later based on customer feedback.

🎨 Design and branding

• Logo and colors are set - Your Trust Center looks like your brand
  Fix: Branding your Trust Center
• Layout makes sense - Sections are in logical order
  Fix: Managing sections
• Custom URL is configured - e.g., trust.yourcompany.com
  Fix: Setting a custom URL

📚 Content

• Documents uploaded - At minimum: key certifications and security policies
  Fix: Documents

• Q&A pairs added - At least 10–20 common security questions answered
  Fix: Knowledge Base

• Featured documents selected - Your most important docs are prominently displayed
  Fix: Using the Designer and Featuring documents in your Trust Center

• Section headers make sense - Renamed generic sections to match your terminology
  Fix: Branding your Trust Center

🔒 Security and access control

• NDA decision made — You've decided whether to require NDAs (or not)
  Fix: Non-Disclosure Agreements

• NDA configured — If using NDAs, they're set up (clickwrap or DocuSign)
  Fix: Setting up a clickwrapped NDA or Using DocuSign templates

• Access groups created — If using tiered access, groups are defined
  Fix: Creating and managing access groups

• Document access levels set — Each document has correct access level (public, approved, access group, internal)
  Fix: Managing document access

• Public view configured — You've decided what unauthenticated visitors see
  Fix: Configuring the public view

👥 Team and notifications

• Team members invited - Colleagues who need access to Conveyor have accounts
  Fix: Inviting and managing your team

• Permissions set correctly - Team members have appropriate roles
  Fix: Inviting and managing your team

• Notifications configured - You’ll get alerted when someone requests access
  Fix: Getting notified and Slack integration

• Sharing method decided - You know whether you’ll start with manual, self-service, or automated sharing
  Fix: Sharing Options Overview

🧪 Pre-Launch verification

• Previewed your Trust Center - Checked different views using the preview feature
  Fix: Previewing your Trust Center

• Links work - All internal and external links actually work
  Quick test: Click through your Trust Center in preview mode.

• No placeholder content - Removed any “Coming soon” or filler text
  Quick check: Scan through your whole site.
  💡 It can be helpful to have a teammate do this with fresh eyes!

✅ You're ready to launch if...

• All items in Design & Branding are checked
• All items in Content are checked
• All items in Security & Access Control are checked
• Most items in Team & Notifications are checked

Don’t stress about perfection. The essentials are design, content, and security - refine the rest over time.

💡 Ask yourself: “Would a customer notice this?”
If yes → fix it. If no → handle it later.

What's next?

• Everything checked? Test your Trust Center.
• Missing critical items? Fix them first, then come back here.

💡

Pro tip

Bookmark this page — you’ll want to re-run this checklist after any major Trust Center changes.