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Conveyor Documentation
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Getting Started

  • Welcome to Conveyor
  • Quick start: Self-serve portal
  • Quick start: Internal Knowledge Base
  • Quick start: Questionnaire-as-a-Service

Public Profile and Branding

  • Private portal branding
  • Public profile
    • Editing your Profile
    • Publishing your Profile
    • Setting up a custom URL
    • Customizing fonts

Inviting Customers and Prospects

  • Non-Disclosure Agreements (NDAs)
    • Setting up a DocuSign Integration
    • Setting up a Clickwrapped NDA
    • Redlining NDAs
    • Using DocuSign templates with your portal
  • Inviting Customers and Prospects
    • Approving Access Requests
    • Bypassing the NDA
    • Viewing the Signed NDA
    • Revoking a User's Access
    • Resending Invite
    • Deleting a Contact
    • Rooms Request Notifications
    • Managing Connections
    • Inviting from Salesforce
    • Variations on inviting from Salesforce
  • Managing Team Collaborators

Managing Documents

  • Adding New Documents
  • Editing Documents
  • Deleting Documents
  • Previewing your Room
  • Document Access Control with Access Groups
  • Organizing Documents With Folders
  • Document Watermarking

Managing your Knowledge Base

  • Adding Content To Your Knowledge Base
  • Using Our Smart Search Tool
  • Publishing Knowledge Base Questions And Answers To Your Room
  • Using a Vendor's Knowledge Base
  • Maintaining your Knowledge Base

Integrations

  • Slack
    • Installation and Upgrades - Slack
    • Usage - Rooms Activity and Approvals
    • Submitting a Questionnaire
  • Salesforce
    • Creating a scoped-down Salesforce account
    • Auto-approval and NDA bypass

Portal Analytics

  • Your Rooms Metrics

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

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

Setting up a custom URL

Suggest Edits

You can host your public profile on any URL you'd like, just like:

  • https://trust.goteleport.com/
  • https://trust.productboard.com/
  • https://trust.doit.com/

A Growth or Enterprise plan is required.

Please contact [email protected] to set up a custom URL.

Updated 26 days ago