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The Questionnaires feature helps you efficiently manage and respond to security, compliance, and other types of questionnaires. Instead of manually answering each question, you can upload a questionnaire document, and the system can automatically extract the questions, generate answers based on your organization's knowledge base, and then export the completed questionnaire in various formats. This streamlines the process of responding to inquiries from partners, customers, or auditors.
This is the most common way to use the Questionnaire feature, allowing you to quickly process and respond to a new questionnaire.
You can upload a questionnaire file to extract its questions and prepare it for answering.
After uploading, the system will begin to automatically generate answers for the extracted questions. This process happens in several stages:
During this process, you will typically see real-time updates on the progress, indicating how many questions have been processed and answered.
Once the auto-answering process is complete, the system will provide you with the fully answered questionnaire.
Larger questionnaire files or those with many complex questions may take longer to process and auto-answer. The system provides progress updates during this time.
You have full control over the answers generated by the system or to add your own.
If you need an answer for a specific question outside of a full questionnaire upload, or if an auto-generated answer needs refinement:
Whether an answer was auto-generated or you've written it manually, you can save or update it.
generated by the system or manual (entered by a user).sources (documents, policies) with the answer to provide context.If an answer is no longer needed or was entered incorrectly:
While the auto-answer feature is powerful, it relies on the quality and completeness of your organization's knowledge base. Always review auto-generated answers for accuracy and relevance before finalizing them. Manual adjustments and saving are recommended.
You can export questionnaires that have already been processed and saved in the system.
If you have a questionnaire that was previously uploaded and processed, you can export it at any time.
This feature is designed for scenarios where external parties (like customers or auditors) need to submit a questionnaire and receive an automatically answered version.
If you've been provided with a special Trust Access Token, you can use it to process and receive an answered questionnaire.
Treat Trust Access Tokens like sensitive credentials. They grant access to your organization's knowledge base for answering questionnaires. Only share them with trusted external parties for their intended purpose.