Questionnaire Automation Guide

  • Updated

Trustpage by Vanta’s Questionnaire Automation is designed to help organizations quickly respond to security questionnaires and effectively communicate their security and compliance to customers and prospects.

To get started

  • Set up your Vanta Integration to automatically sync your documents and policies into your Questionnaire Automation account.
  • Invite your team so that more of your team can save time automating questionnaires.
  • Upload Resources that aren’t synced from your Vanta account. If you don’t have a Vanta account, we recommend adding things such as security documentation, policies, reports, white papers, etc.
  • Upload Questionnaires to the answer library. We recommend having at least 500 question-answer pairs for the most accurate auto-complete capabilities.
  • To use our auto-complete functionality, navigate to the Questionnaires tab and create a new questionnaire. Then, upload your blank questionnaire and select auto-complete. Learn more about auto-complete. 
  • Use the Browser Extension to answer any questions not completed by the auto-complete. You can also use the browser extension to complete questionnaires in third-party apps, questionnaire portals, or email.
  • Download the final version and share your completed questionnaire with your prospect or customer. 

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