Questionnaire Automation Resources

The Resources tab is where you can upload documents, policies, and past questionnaires to inform auto-complete.

1. To add a new resource click the Add Resources button on the Resources tab.
2. Add resources by uploading files or entering a URL*. Resources can be articles, policies, questionnaires, or any other content relevant to trust.
   1. You can add multiple resources at a time by selecting multiple documents
   2. The following file types are currently supported for upload: csv, doc, docx, gif, jpg, pdf, png, svg, txt, xls, xlsx, and zip.
   3. *Resources from URLs will not be scanned for answers however they will be surfaced in the browser extension for a quick copy/paste link.
3. When you're finished click the Add Resources button.
4. Edit a resource at any time using the ... menu next to each and then clicking Edit.

Archive a resource at any time using the ... menu next to each and then clicking Archive.