Table of Contents
Summary
Ready to unlock Whistic's AI-powered vendor analysis tools? This guide shows you how to enable Vendor Smart Search, to leverage tools like Vendor Summary, and Vendor Insights for one vendor or multiple vendors.
Before you start:
- Processing takes a few minutes after enabling the feature
- New documents and questionnaires are automatically processed once added
- Monitor processing status on the Vendor Detail page or in Vendors under "Smart Search"
- Supported file types: .xls, .xlsx, .xlsm, .csv, .docx, .pdf, plus Whistic questionnaires
- Enabling Smart Search automatically makes Vendor Insights available
🔍 Enable Smart Search for a Single Vendor
- Open the Vendor Details page
- Towards the top of the page, select Enable Smart Search
- Wait for the Smart Search status to update to ensure all possible vendor content is available for the search.
📊 Enable Smart Search in Bulk
- Open the Vendors page from the Assess dropdown.
- 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
- Open the Actions dropdown Select Enable Smart Search
- 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
Vendors - 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