Security Questionnaire

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About Security Questionnaire

The Security Questionnaire feature allows you to automatically analyze and answer vendor security questionnaires using AI. Upload questionnaires from vendors, and our system will extract questions and generate answers based on your organization’s published policies and documentation. Key Benefits:

• Automated Question Extraction: Upload questionnaire files and let AI extract all questions automatically
• Intelligent Answer Generation: Answers are generated based on your published policies and organizational context
• Manual Review & Editing: Review and edit answers before exporting
• Knowledge Base Integration: Leverage your organization’s knowledge base for comprehensive answers

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Prerequisites

Before using the Security Questionnaire feature, ensure you have:

1. Published Policies: You must have at least one published policy in your organization
   • Navigate to Policies → All Policies to publish policies
   • Published policies are used as the source of truth for generating answers

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Getting Started

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Step 1: Access Security Questionnaire

1. Navigate to Security Questionnaire in your organization dashboard
2. You’ll see the overview page with:
   • A “Create New Questionnaire” card
   • History of previously parsed questionnaires

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Step 2: Create a New Questionnaire

1. Click the New Questionnaire button
2. Upload your questionnaire file (PDF, DOCX, or other supported formats)
3. The system will automatically:
   • Extract questions from the document
   • Generate answers based on your published policies
   • Create a structured questionnaire view

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Step 3: Review and Edit Answers

Once the questionnaire is parsed:

• View Questions: Browse through all extracted questions
• Review Answers: Check AI-generated answers for accuracy
• Edit Answers: Click on any answer to edit it manually
• Add Context: Link answers to specific knowledge base documents or policies
• Manual Answers: Add manual answers for questions that require custom responses

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Step 4: Export Questionnaire

After reviewing and editing:

1. Click Export to generate the completed questionnaire
2. The exported file will include all your answers ready for submission

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Features

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Knowledge Base Integration

The Security Questionnaire feature integrates with your organization’s knowledge base:

• Published Policies: Automatically references your published policies
• Additional Documents: Upload additional context documents for better answer generation
• Manual Answers: Create reusable manual answers for common questions

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Answer Management

Answer Types

Different ways to answer questions

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Automated Answers

Answers generated automatically by AI based on your policies and documentation.

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Manual Answers

Custom answers you create for specific questions. These can be reused across questionnaires.

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Knowledge Base Answers

Answers linked to specific documents in your knowledge base for traceability.

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Best Practices

1. Keep Policies Updated: Ensure your published policies are current and comprehensive
2. Review All Answers: Always review AI-generated answers before exporting
3. Add Context: Link answers to specific policies or documents when possible
4. Use Manual Answers: Create manual answers for frequently asked questions
5. Organize Knowledge Base: Maintain a well-organized knowledge base for better answer quality

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Troubleshooting

Common Issues

Solutions to common problems

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No Published Policies

If you see the onboarding screen, you need to publish at least one policy first.Navigate to Policies → All Policies and publish your policies.

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Questions Not Extracted

If questions aren’t extracted properly:

• Ensure the questionnaire file is readable and not corrupted
• Try re-uploading the file
• Contact support if issues persist

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Answers Not Accurate

If generated answers aren’t accurate:

• Review and update your published policies
• Add additional context documents to your knowledge base
• Manually edit answers as needed

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Support

For additional assistance with Security Questionnaire:

1. Check our Knowledge Base
2. Contact support at [email protected]
3. Join our Discord community for peer support