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:
- Click on the Reviews section of your Trust Center
- Open a Review that is Pending, Active, or Open that you would like to add Trust Center Resources to
- Click Manage Access
- 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:
- Click on the Reviews section of your Trust Center
- 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
- Click + Upload Files in the Review Documents & Questionnaires section
- Select documents from your local storage
- 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.
- Private resources can be used to continue internal collaboration or approvals in the case of questionnaires. This is the default setting.
- You will likely use a Shared resource for a complete final version you are ready to share with customers.
- Optional: Rename the resource by clicking Rename to the right of the document name