Questionnaire Automation Resources

  • Updated

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.