Getting Started with SafeBase
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12 articles
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Written by Natalie Novick and Kevin Qiu
Setting up a Custom URL for your Trust Center
Learn how to add a Custom URL for your Security Trust CenterN
Written by Natalie Novick. Updated this week
Account Access Expiration Controls
This article explains how to limit account access for Accounts.
Written by Kevin Qiu. Updated over a week ago
Publishing your First Trust Center Update
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Written by Natalie Novick. Updated over a week ago
DocuSign NDA Integration Overview
Learn how to integrate DocuSign to automate your NDA processN
Written by Natalie Novick. Updated over a week ago
Setting up your SAML SSO
Follow these steps to set up your SAML SSON
Written by Natalie Novick. Updated over a week ago
Trust Center Color Palette Best Practices
SafeBase provides color theme best practices to ensure your Trust Center is aesthetically pleasing and easily readable by visitors.N
Written by Natalie Novick. Updated in the last hour
Clickwrap NDA Overview
Learn how to enable a clickwrap NDA to automate your NDA processN
Written by Natalie Novick. Updated over a week ago
Subprocessors
Learn how to add subprocessors to your Trust Center with 3 easy optionsN
Written by Natalie Novick. Updated over a week ago
Branded Email Notifications for your Trust Center
Steps to configure branded email notifications for your customers.
Written by Kevin Qiu. Updated over a week ago
Conversations Overview
Quickly chat with a customer when they have a question about a specific topic on your Security PortalN
Written by Natalie Novick. Updated over a week ago
Configuring your NDA
Learn how to set your default NDA provider and configure other NDA optionsN
Written by Natalie Novick. Updated over a week ago
Configuring Granular Access
How to create permission profiles to provide granular access to your sensitive documents.N
Written by Natalie Novick. Updated over a week ago