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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. You can also leave internal notes that only the people answering the questionnaire can see, and @mention people in your messages.


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

🎵 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. The same email also tells you when someone @mentions you or changes your question assignments.

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

Send an internal note to your team

Messages on the Public message tab go to the requester. Notes on the Internal note tab are only visible to the people answering the questionnaire — the original recipient and any collaborators. Use them to discuss an answer with your team before it goes back to the requester.

1. Open the messaging panel by clicking the Messages icon at the bottom of the navigation bar.

2. Click the Internal note tab.

3. Type your note and click Send.

Mention someone in a message

Type @ in the message box, then pick a name from the list. The list shows the questionnaire's recipients and other users in your organization's UpGuard account.

Mentions are included in the notification emails that people on the questionnaire receive.

🎵 To hand a question to a teammate rather than discuss it, assign it to them. See Assign questions to collaborators.