Your client can access any resources which are sharable or requestable within your Trust Center once you have begun a review, but you may want to share client-specific documentation within your review.
After you’ve accepted a Review Request or invited a client to a new review, you’ll be able to share documentation, like a client-specific questionnaire, within your Trust Center.
How to share resources within a review:
- Log into your Trust Center
- Go to the Reviews Section
- Open a Review that is Pending, Active or Open
- Click + Add Resource
- Select a resource from your local storage
- Optional: Rename the resource