Note: you must be monitoring a vendor before you can send them a security questionnaire. Learn how to add a new vendor here

Video walkthrough

Text walkthrough

Step 1: Log in to the UpGuard platform

Click here to log in to the UpGuard platform.

Step 2: Navigate to Questionnaires

Now that you're logged in, click the "Questionnaires" button in the sidebar under the "VENDOR RISK" heading, or click here to go straight there

Click "SEND QUESTIONNAIRE" in the top right hand corner.

Step 3: Search for your vendor

Use the search bar to search for your vendor by name or URL, e.g. "UpGuard". Click on your vendor, then click the "NEXT" button in the lower right hand corner.

Step 4: Choose questionnaire type

Choose between sending a previous questionnaire or a new, blank questionnaire. For this example, we'll choose to send a new, blank questionnaire.

When you choose to send a blank questionnaire, you'll be able to choose what type of questionnaire you would like to send, e.g. the default UpGuard questionnaire or the ISO27001 questionnaire.

Once you've made your selection, click the "NEXT" button in the lower right hand corner.

Step 5: Set schedule

Choose a due date for when the recipient should complete the questionnaire by, an optional remind date, and whether you want to be reminded to resend the questionnaire.

Once you've set your schedule, click the "NEXT" button in the lower right hand corner.

Step 6: Choose a recipient

You'll be able to choose to send to an existing contact or a new contact.

Once you've chosen your recipient, click the "NEXT" button in the lower right hand corner.

Step 7: Title your questionnaire and add a custom message

Once you've added a title and message, click the "NEXT" button in the lower right hand corner.

Step 8: Confirm and send

Before sending your questionnaire, review the details to ensure you are sending the right questionnaire to the right person. 

Once you're happy, click "CONFIRM AND SEND" in the lower right hand corner.

Step 9: You're done!

You've successfully sent a security questionnaire on the UpGuard platform. You'll be able to see the current status of the questionnaire, any reminders set, revision history, correspondence, and a timeline.

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