Assess & Questionnaires
- Setting a Follow Up Request
- How to Use Vendor Insights
- Enable Smart Search for Vendors
- How to Review a Document
- Assessment Progress 'Status' Definitions
- How to Build a Custom Questionnaire in Whistic
- AI Summary of SOC 2
- Attaching Files to Issues
- Responding to an Assigned Issue
- How To Use 'Issue' Comments
- How to Assign an Issue
- Create Issues from Assessment
- How to Export/Import External (non-Whistic Template) Questionnaire Answers
- How To Set Up CrowdConfidence Scoring
- Issue Management
- How To Track Outstanding Questionnaires
- How To Share a Questionnaire
- How To Complete Questionnaires for Multiple Products
- How To Complete an Assessment Request
- How To Complete a 'Needs Clarification' Request
- How To Request an Assessment from a Vendor
- How To Review an Assessment/Questionnaire
- How To Understand CrowdConfidence Scoring
- How To Cancel an Assessment Request
- How To Reassign an Assessment Request (As the Requester)
- How To Attach Additional Documentation
- How To Assign a Question to a Colleague
- How To Understand Questionnaire Content
- How To Reassign an Assessment Request (As the Recipient)
- How To Assess A Vendor