Questionnaire Automation Resources

  • Updated

On July 31, 2024 we will be sunsetting Trustpage functionality, and utilizing Vanta's Trust Centers and Questionnaire automation. Please reach out to your Customer Success Manager if you have questions

The Resources tab allows you to upload documents, policies, and past questionnaires to inform auto-complete.

  • To add a new resource click the Add Resources button on the Resources tab.
  • Add resources by uploading files or entering a URL*. Resources can be articles, policies, questionnaires, or any other content relevant to trust.
    • You can add multiple resources at a time by selecting multiple documents
    • The following file types are currently supported for upload: csv, doc, docx, gif, jpg, pdf, png, svg, txt, xls, xlsx, and zip.
    • *Resources from URLs will not be scanned for answers however they will be surfaced in the browser extension for a quick copy/paste link.
  • When you're finished click the Add Resources button.
  • Edit a resource at any time using the ... menu next to each and then clicking Edit.
  • Archive a resource at any time using the ... menu next to each and then clicking Archive.