Complete your security questionnaires quickly and efficiently in UpGuard.
This guide walks you through how to access, answer, and submit a security questionnaire in just a few steps.
Before you begin:
- Access to the email invite for the questionnaire
- An Upguard account (create one for free if it’s your first time!)
Step 1: Access and open your assigned questionnaire
When a questionnaire is sent via UpGuard, you'll receive an email with the subject line Request from [Company Name] to complete a security questionnaire.
❓Can't find the email? Go to https://cyber-risk.upguard.com/register/trust to log in and access open requests.
To get started:
- Click the secure link in the email labeled Complete questionnaire
- Log in to your account. If it’s your first time using UpGuard, you’ll be prompted to create a new account
- Navigate to Trust Exchange > Answer Questionnaires in the left-hand menu
- Select the questionnaire you’ve been assigned
❓Not the right person? Invite the right teammate to make sure they have the right access. Check out this article to learn how.
Step 2: Answer the questionnaire
UpGuard gives you flexibility to complete your questionnaire - whether you want to use AI to save time, answer manually, or collaborate offline.
To begin answering the questionnaire:
- Click Start questionnaire to begin answering
💡 Tip: Your responses are auto-saved as you work, so you can pause anytime and return later to finish. Plus, drafts stay private and won’t be visible to the requester until you click Submit
2. Begin answering the questionnaire directly in the form. You’ll encounter:
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- Single-select and multi-select questions
- Text fields for written responses
- Follow-up questions triggered by conditional logic
3. Use the Tools and Tips in the footer navigation to speed up your progress and access helpful guidance.
4. Navigate between sections using the sidebar menu, or use the Filter function to quickly find Unanswered questions or those Autofilled using UpGuard’s AI Autofill feature.
💡Tip: UpGuard's AI tools are designed to speed up questionnaire completion, reduce manual work, and enhance the quality of your responses. To learn how to leverage AI for answering questionnaires, check out this article.
5. Your progress saves automatically, so you can exit and return later without losing any work
❓Need to collaborate offline? Use the Export tool to download a copy of the questionnaire and work with your team outside the platform. When you’re ready, simply upload your final responses to send back to the requestor. For step-by-step guidance, see this article.
Step 3: Collaborate and finalize
Security questionnaires often require input from multiple stakeholders. UpGuard makes it easy to collaborate with your team and ensure all responses are accurate before submission.
To add team members to your questionnaire:
- Go to Trust Exchange > Answer Questionnaires and select the questionnaire you want to share
- In the Details section, click Add collaborator under the Sent to field
- Enter your teammate’s contact details and click Send invites
- Once all responses are complete and reviewed, click Submit to send your questionnaire back to the requestor
❓Need clarification or have to comment? Message the requestor directly from the questionnaire. Check out this article to learn more.
Step 4: Editing or updating your response
You can continue to update your questionnaire even after you submit it.
- Navigate to Trust Exchange > Answer Questionnaires
- Find the questionnaire you’d like to update
- Click Continue answering (or Edit answers if the questionnaire was previously submitted)
- Make your changes and click Submit to resend your updated responses
What's Next
Explore more ways to streamline your security workflows and get the most out of UpGuard:
- Centralize key documents and streamline future responses by organizing your Content Library.
- Showcase your security posture by creating a Trust Page with your policies, certifications, and completed questionnaires.