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Getting Started with SafeBase

Getting Started with SafeBase

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12 articles
NKevin Qiu avatar
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 Center
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Written by Natalie Novick. Updated this week

Account Access Expiration Controls

This article explains how to limit account access for Accounts.
Kevin Qiu avatar
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 process
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Written by Natalie Novick. Updated over a week ago

Setting up your SAML SSO

Follow these steps to set up your SAML SSO
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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.
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Written by Natalie Novick. Updated in the last hour

Clickwrap NDA Overview

Learn how to enable a clickwrap NDA to automate your NDA process
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Written by Natalie Novick. Updated over a week ago

Subprocessors

Learn how to add subprocessors to your Trust Center with 3 easy options
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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.
Kevin Qiu avatar
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 Portal
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Written by Natalie Novick. Updated over a week ago

Configuring your NDA

Learn how to set your default NDA provider and configure other NDA options
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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.
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Written by Natalie Novick. Updated over a week ago