Enable Smart Search for Vendors

Table of Contents

• Summary
• Enable Smart Search for a Single Vendor
• Enable Smart Search in Bulk
• Know Whether a Vendor Has Smart Search Enabled or Not
• What's Next?

Summary

Would you like to begin using Vendor Smart Search, Vendor Summary or Vendor Insights, but don't know how to enable the feature for your vendors? Here, you'll learn how to enable this feature for individual vendors, or for several at a time with just a few clicks. 

A few things to keep in mind before getting started:

• Allow a few minutes for Whistic to process the documents and questionnaires you have collected for this vendor. 
• As you add new sources of evidence for this vendor, they will automatically be processed for AI to use. Allow newly added content time to process as well. 
• You can monitor the status of the processing atop the Vendor Detail page or within each vendor row of the Vendor Catalog under the heading Smart Search. 
• In addition to questionnaires housed in Whistic, the following document file types are processed: .xls, .xlsx, .xlsm, .csv, . docx, .pdf.
• If Smart Search has been enabled on the Vendor Detail page, it will also be available for Vendor Insights. 

Enable Smart Search for a Single Vendor

1. Open the Vendor Details page
2. Towards the top of the page, select Enable Smart Search
3. Wait for the Smart Search status to update to ensure all possible vendor content is available for the search.

Enable Smart Search in Bulk

1. Open the Vendors page from the Main Menu
2. Select the checkbox for each vendor you'd like to enable. TIP: Show all the vendors not enabled for Smart Search/Vendor Insights by selecting Refine By Menu () > locate Smart Search from the list of options > Select Disabled. 
3. Open the Actions dropdown > Select Enable Smart Search
4. Wait until all the vendors have finished processing. Check on the processing status by selecting the icon under the Smart Search column.

Know Whether a Vendor Has Smart Search Enabled or Not

Vendor Catalog - Find out if a vendor has Smart Search enabled directly from the Smart Search Column in the Vendor Catalog.

Vendor Details Page - You'll see the Smart Search bar on the Vendor Details page if it is enabled and if it's not, you'll be prompted to enable it with a button. 

Smart Search Enabled

Smart Search Not Enabled

 

What's Next?

• Use Smart Search to get answers from a single vendor's content - go HERE. 
• Use Vendor Insights to ask a single question across multiple vendors - go HERE. 
• Use Vendor Summary to see a vendor's compliance with various security controls - go HERE.