Sharing Security Documents

Manage document access with NDA-gated downloads and access requests.

Sharing Security Documents

Share sensitive security documents with prospects and customers through controlled access.

Document Library

Add documents to your Trust Center:

  • Go to Trust Center → Documents.
  • Click Add Document.
  • Upload the file and set access level:
  • - Public — Anyone visiting your Trust Center can download. - Request access — Visitors must submit a request (name, email, company). - NDA required — Visitors must accept an NDA before downloading.
  • Add a description and tags.
  • Click Publish.
  • Common Documents to Share

    • SOC 2 Type II report (typically NDA-gated)
    • ISO 27001 certificate (public)
    • Penetration test summary (request access)
    • Security whitepaper (public)
    • Data processing agreement (public)
    • Business continuity plan summary (request access)

    Access Request Management

    When someone requests access:

  • You receive a notification.
  • Review the request in Trust Center → Requests.
  • Approve or deny the request.
  • If approved, the requester receives a time-limited download link.
  • Analytics

    Track document engagement:

    • Views and download counts
    • Most requested documents
    • Requester details and companies
    • Conversion from Trust Center to demo requests