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Trust Center Updates Overview & Example Templates

2 Update Title: New SOC 2 Report Now Available Tag: Compliance Body: Our SOC 2 Type 2 report for… Completion of the SOC 2 Type 2 audit demonstrates [Company]’s continued commitment to the security of… our annual SOC 2 Type 2 audit process

Security Acronym Glossary

SOC 2 Systems and Organization Controls A SOC 2 report is a security framework that specifies… The American Institute of CPAs (AICPA) developed SOC 2 around five Trust Services Criteria: security,… This report is less detailed than SOC 2

Adding Featured Documents

Step 2

Subprocessors Item

2. Link to an External URL

Salesforce Managed App Usage Guide

Scenario 2: Account exists in SafeBase, but you want to add additional Contacts… Scenario 2: The Account has already been created in SafeBase

Setting Up SAML SSO

Step 2: Set Up Attribute Mapping… Step 1: Create a SAML App Step 2: Set Up Attribute Mapping Okta Specific Instructions OneLogin

DocuSign NDA Integration Overview

Step 2: Select a template in DocuSign

SafeBase Live Chat and Help Articles

Option 1: Directly on the webpage Option 2: Full page within our Help Center Clicking "Open in

Salesforce Managed App Setup Guide

Step 2: API Key Configuration… [Image "upload_17268390669120840393"] Step 2: API Key Configuration We are now going to… are similar to what we just did for Account Record Page, but we will also be adding filters to the 2

Knowledge Base Overview

Step 2: Upload your past questionnaires to the Knowledge Base in a .csv file with the following 3 columns… Step 2: Fill out the "Question" and "Answer" fields