Vanta Questionnaire Automation provides tooling for completing various types of questionnaires. In this article, we’ll walk through how to complete a portal or website questionnaire.
Installing the browser extension
Chrome
- Open the Vanta - Questionnaire Automation extension in the Chrome Web Store
- Click Add to Chrome
- The extension will let you know that it can read and change all your website data. To approve, click Add extension
Microsoft Edge
- Open the Vanta - Questionnaire Automation extension in the Chrome Web Store.
- Click Allow extensions from other stores
- Click Allow
- Click Add to Chrome
- Click Add Extension
Brave
- Open the Vanta - Questionnaire Automation extension in the Chrome Web Store.
- Click Add to Brave
- Click Add Extension
Troubleshooting
- Extension cannot authenticate to Vanta
- Double check you're logged in at app.vanta.com
- Check chrome://policy to make sure that your administrators have not set Extension Settings to restrict the usage of extensions.
- Text selection has limited functionality on Google Docs and Office 365
- Questions can be copied/pasted/typed into the extension search
- Text selection doesn’t work on tabs that were already open before installing the extension
- Refreshing these tabs will enable text selection for those tabs
Answering portal/website questionnaires
- Go to Questionnaires
- Click + Add questionnaire
- Please provide the company URL and questionnaire name, set the questionnaire type to the website link, and provide the Portal URL.
- Optionally, fill in a due date, owner, or description. All of these fields can be edited later.
- Click Continue
- Go to the portal/website URL where the questionnaire is located.
- Open the Vanta - Questionnaire Automation extension on the page.
- Select a question on the page to be answered.
- The browser extension will display the Vanta AI answer (if possible) and related questions from your answer library.
- Copy the answer you would like to use.
- Paste the answer into the field on the page.
- Once all questions are complete, return to the questionnaire in Vanta and click Mark as complete