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.