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Communicate within a questionnaire

Streamline collaboration with built-in messaging for faster questionnaire responses

Overview

The built-in messaging feature in UpGuard allows you to send and receive direct messages while answering a questionnaire without leaving the platform. Use it to ask clarifying questions, confirm a requirement, or provide updates directly to the requester during the response process.


Accessing the Messaging feature

To find the messaging feature:

  1. Navigate to Trust Exchange > Answer Questionnaires
  2. Open the questionnaire you’ve been assigned
  3. In the bottom navigation bar of the questionnaire window, look for the Messages icon

Access messages in a questionnaire

  1. When inside the questionnaire, open the messaging panel by clicking on the Messages icon at the bottom of the navigation bar
  2. Type your question, comment, or update directly into the message panel and click Send

💡 Tip: When someone replies or sends a new message, you’ll receive an email notification. These notifications are batched. Instead of a separate email for every message, UpGuard groups messages sent within the same hour into a single email per questionnaire, so an active back-and-forth won't flood your inbox.

  3.  All communication is logged in the message panel, making it easy to follow conversations, respond to updates, and stay aligned with the requestor