---
title: "Questionnaires"
description: "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 questio..."
last_updated: "2026-05-06T07:36:18.476489+00:00"
canonical_url: "https://www.doc0.dev/docs/49c89830-117b-4def-8edc-b5bcc50766e0/guide/section-2/questionnaires"
---
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.
### Key Concepts
* **Questionnaire**: A document (like a PDF, spreadsheet, or text file) containing a list of questions that need to be answered.
* **Organization's Knowledge Base**: This refers to the collection of documents, policies, and information specific to your organization that the system uses to find relevant answers.
* **Auto-Answer**: An intelligent process that uses your organization's knowledge base to automatically generate responses for the questions in a questionnaire.
* **Sources**: When an answer is generated, the system can provide references to the documents or policies from your knowledge base that were used to formulate that answer.
* **Internal vs. External Source**:
* **Internal**: You are processing the questionnaire within your organization's account.
* **External**: A third party (e.g., a customer or auditor) is submitting a questionnaire to you, often through a secure portal using a special token.
### Workflow: Upload, Auto-Answer, and Export
This is the most common way to use the Questionnaire feature, allowing you to quickly process and respond to a new questionnaire.
### Upload Your Questionnaire File
You can upload a questionnaire file to extract its questions and prepare it for answering.
1. Navigate to the Questionnaire section of the application.
2. Select the option to "Upload and Process" or similar.
3. Choose your questionnaire file from your computer.
* **Supported File Types**: PDF, image files (e.g., JPG, PNG), XLSX (Excel spreadsheets), CSV, and TXT files.
4. Specify the **Organization** this questionnaire belongs to. This tells the system which knowledge base to use for generating answers.
5. Optionally, choose the desired **Output Format** for the final answered questionnaire (PDF, CSV, or XLSX). If not specified, XLSX is often the default.
6. Initiate the upload.
### Monitor Auto-Answering Progress
After uploading, the system will begin to automatically generate answers for the extracted questions. This process happens in several stages:
1. **Syncing Knowledge Base**: The system first ensures it has the most up-to-date information from your organization's knowledge base.
2. **Searching for Content**: It then searches your knowledge base for content relevant to each question.
3. **Generating Answers**: Finally, it uses the relevant content to formulate answers.
During this process, you will typically see real-time updates on the progress, indicating how many questions have been processed and answered.
### Download the Answered Questionnaire
Once the auto-answering process is complete, the system will provide you with the fully answered questionnaire.
1. The answered questionnaire will be automatically downloaded to your computer in the format you selected (PDF, CSV, or XLSX).
2. The filename will typically indicate it's an answered version of your original file.
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.
### Managing Answers
You have full control over the answers generated by the system or to add your own.
### Answer a Single Question
If you need an answer for a specific question outside of a full questionnaire upload, or if an auto-generated answer needs refinement:
1. Locate the specific question you want to answer in the interface.
2. Trigger the "Generate Answer" or "Answer Question" action for that question.
3. The system will provide a generated answer, often with sources.
### Save or Update an Answer
Whether an answer was auto-generated or you've written it manually, you can save or update it.
1. After generating an answer or typing a new one, review the content.
2. Click "Save Answer" or a similar button.
3. You can also specify if the answer was `generated` by the system or `manual` (entered by a user).
4. If available, you can also associate `sources` (documents, policies) with the answer to provide context.
### Delete an Answer
If an answer is no longer needed or was entered incorrectly:
1. Locate the question with the answer you wish to remove.
2. Select the "Delete Answer" option.
3. Confirm the deletion when prompted.
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.
### Exporting Existing Questionnaires
You can export questionnaires that have already been processed and saved in the system.
### Export a Questionnaire by ID
If you have a questionnaire that was previously uploaded and processed, you can export it at any time.
1. Go to your list of saved questionnaires.
2. Select the questionnaire you wish to export.
3. Choose the desired **Output Format** (PDF, CSV, or XLSX).
4. Initiate the export. The file will be downloaded to your computer.
### Special Export for External Parties (Trust Portal)
This feature is designed for scenarios where external parties (like customers or auditors) need to submit a questionnaire and receive an automatically answered version.
### Upload and Export via Trust Portal Token
If you've been provided with a special Trust Access Token, you can use it to process and receive an answered questionnaire.
1. You will typically be directed to a specific portal or link.
2. Upload your questionnaire file (PDF, image, XLSX, CSV, TXT).
3. Enter the **Trust Access Token** provided to you. This token links the request to the correct organization's knowledge base.
4. The system will automatically process the questionnaire, generate answers, and then provide a download.
* **Note**: When using a Trust Access Token, the system will automatically export the answered questionnaire as a **ZIP file** containing all available formats (PDF, CSV, and XLSX), regardless of any format you might have specified.
5. Download the ZIP file containing the answered questionnaire in all formats.
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.
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