How do I share resources within a review?

Within a Review, you can share your requestable, shareable, and public resources but you may also want to share specific documentation within your review such as a questionnaire. You can do so after you’ve accepted a Review Request or invited a customer or vendor to a new Review. If you need to bypass an NDA for a resource shared in a review, please see this article.

How to add or remove Trust Center resources within a review:

1. Click on the Reviews section of your Trust Center
2. Open a Review that is Pending, Active, or Open that you would like to add Trust Center Resources to
3. Click Manage Access
4. Select the boxes of any resources you would like to add to the review or unselect to remove

How to share additional documents within a review:

1. Click on the Reviews section of your Trust Center
2. Open a Review that is Pending, Active, or Open that you would like to add specific documentation to by clicking Continue Review or Access Review
3. Click + Upload Files in the Review Documents & Questionnaires section
4. Select documents from your local storage
5. If you would like this to be shared with all participants, rather than only team members, you will need to change the visibility from Private to Shared.
   1. Private resources can be used to continue internal collaboration or approvals in the case of questionnaires. This is the default setting.
   2. You will likely use a Shared resource for a complete final version you are ready to share with customers. 
6. Optional: Rename the resource by clicking Rename to the right of the document name