Adding and viewing messages and notes in security questionnaires

As you review a vendor's responses, you can add messages and notes, either at the questionnaire level or on a specific question:

Messages are shared with the vendor. Use them to give instructions on individual questions or ask for clarification.
Notes are visible only to users in your organization.

Add a message or note

Open the questionnaire in the questionnaire viewer.
Click the callout icon next to the relevant question, or click Messages at the bottom of the screen. The messages pane opens on the right.
Type your message.
Select Public message to share it with the vendor, or Internal note to keep it internal to your organization.
Click Send.

🎵 Note: Email and home page notifications for questionnaire messages are batched. If several messages are sent within the same hour, both you and the vendor receive a single grouped notification per questionnaire, rather than one notification per message. This applies to messages sent in either direction.

Internal notes are visible only to your organization and don't notify the vendor.

View messages and notes

To view messages and notes associated with the questionnaire, either:

In the questionnaire viewer, click Messages to open the pane on the right.
From the Questionnaire Details screen, click Messages in the top right corner.