Streamline collaboration with built-in messaging for faster questionnaire responses
Overview
- What is built-in messaging? The built-in messaging feature in UpGuard allows you to send and receive direct messages while answering a questionnaire - without needing to leave the platform.
- Why is it useful? Messaging helps you quickly ask clarifying questions, confirm requirements, and share updates with the requester. It streamlines communication, reduces delays, and keeps all conversations tied to the questionnaire.
- When might I use it? Use messaging if you need more information about a question, want to confirm a specific requirement, or need to provide updates directly to the requester during the response process.
Accessing the Messaging feature
To find the messaging feature:
- Navigate to Trust Exchange > Answer Questionnaires
- Open the questionnaire you’ve been assigned
- In the bottom navigation bar of the questionnaire window, look for the Messages icon
Using Messaging within the questionnaire
- When inside the questionnaire, open the messaging panel by clicking on the Messages icon at the bottom of the navigation bar
- 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. You can also view the full conversation anytime within the message panel.
3. All communication is logged in the message panel, making it easy to follow conversations, respond to updates, and stay aligned with the requestor