UpGuard makes it simple to answer questionnaires that are sent to you. You should have already received an email inviting you to access UpGuard to complete the security questionnaire with the subject line Request from COMPANYNAME to complete a security questionnaire.

Create a new account or log in to the platform

Head to your inbox, open the email, and click Complete questionnaire.

If you haven't used UpGuard before, you'll be prompted to create an account. Creating an account lets you securely answer the questionnaire and lets you invite collaborators to answer the questionnaire too. If you've used UpGuard before, you'll be prompted to log in.

Once you've logged in, click on Answer questionnaires in the sidebar if you're not already there. Your screen should look similar to the below.

Answer the security questionnaire and invite a collaborator

From here, you'll want to click on the questionnaire you were sent. This will take you to the questionnaire details page. If you need to invite a collaborator, click Invite collaborator, or if you're ready to start answering the questionnaire click Start questionnaire.

Clicking the Start questionnaire will open the questionnaire in a new tab. As your answer, we'll automatically save your answers.

Adding messages to the questionnaire

The messaging feature allows you to send and receive messages allowing you to easily collaborate with the organization who sent you the questionnaire. Messages can be at the overall questionnaire level, or for individual questions.

To compose a message click on the callout icon next to the relevant question or section. This will open the Messages pane on the right side of the screen. Here you will be able to type your message. Once you press SEND, the person who sent you the questionnaire will be notified via email, and can then view and respond to your message, and add other messages to the questionnaire. The message will also be visible to all users who have access to the questionnaire including both users within the organization who sent the questionnaire and collaborators you shared the questionnaire with.

Viewing messages in the questionnaire

If someone responds to your message, or adds another message to your questionnaire you will be notified via email.

To view messages associated with the questionnaire at any time you can click MESSAGES, which will open the Messages pane on the right.

You can also view the messages from the Questionnaire Details screen by clicking MESSAGES in the top right of the screen.

Submitting a questionnaire

If you're ready to submit your answers click SUBMIT in the lower right corner of your screen and if you want to save your progress but not submit your answer click SAVE AND CLOSE. Don't worry, if you forget to click SAVE AND CLOSE your answers will still be saved.

Clicking SUBMIT will open up a confirmation modal, if you're sure click SUBMIT.

Edit the security questionnaire after submitting

If you head back to the questionnaire details page, you'll see the status of the questionnaire is now Submitted. If you need to update your answers, click Continue answering or click on one of the unanswered questions (if applicable).

If at any point you need to message the sender, click Messages in the top right corner of your screen. When you send a message, we'll notify the sender too.

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