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Conveyor Documentation
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Help CenterConveyor Documentation
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Getting Started

  • Welcome to Conveyor
  • Creating an account
    • Enabling MFA for Conveyor
  • Inviting and Managing Your Team
  • Moving from Aptible Comply to Conveyor
  • Getting Started Episode 1: Rooms Setup
  • Getting Started Episode 2: Knowledge Base Setup
  • Getting Started Episode 3: Advanced Trust Building
  • Getting Started Episode 4: Vendor Inventory
  • Getting Started Episode 5: Vendor Management Workflows

Rooms

  • Non-Disclosure Agreements (NDAs)
    • Setting up a DocuSign Integration
    • Setting up a Clickwrapped NDA
    • Redlining NDAs
    • Using DocuSign templates with Rooms
  • Managing Documentation
    • Adding New Documents
    • Editing Documents
    • Deleting Documents
    • Previewing your Room
  • Document Access Control with Access Groups
  • Organizing Documents With Folders
  • Managing Team Collaborators
  • Inviting Customers and Prospects
    • Approve Access Requests
    • Bypassing the NDA
    • Viewing the Signed NDA
    • Revoking a User's Access
    • Resending Invite
    • Deleting a Contact
  • Managing Connections
  • Your Rooms Metrics
  • Adding Custom Logo & Branding
  • Rooms Request Notifications

Knowledge Base

  • Knowledge Base Overview
  • 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

Vendor Management

  • Vendor Management Overview
  • Vendor Inventory
    • Add Vendor
    • Add SaaS System
  • Vendor Review
  • Vendor Questionnaires
  • Internal Vendor Requests
  • Risk Dashboard
  • External Document Requests

Integrations

  • Jira
  • Slack
    • Installation and Upgrades - Slack
    • Usage - Rooms Activity and Approvals
    • Usage - Ticketing Notifications and Evidence Upload
  • G Suite
  • Salesforce
    • Creating a scoped-down Salesforce account

Administration

  • Single Sign On
    • Single Sign On Provider Setup
    • Organization Login ID
    • Require Single Sign On
    • Exempt Users from SSO Requirement
    • User Provisioning via SSO & SCIM

FAQ

  • Frequently Asked Questions
  • How we share your information

Status

  • Status

Vendor Management Overview

Suggest Edits

In addition to our "Build Trust" module, Conveyor has a "Manage Vendor" module.

Dive into more detailed documentation for each module below:

  • Vendor Inventory
  • Vendor Review
  • Vendor Questionnaires
  • Internal Vendor Requests

Updated 8 months ago


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