Vendor onboarding: questions

• Find 
• Accept 
• Update 
• The default request questionnaires 

Find the onboarding request questionnaire 

1. Click the Settings icon in UpGuard's top-right corner.
2. Click the Vendor Onboarding tab.
3. Click Set up now or View details.

You’ll be taken to a page where you can see: 

• Questions currently in the questionnaire (and edit the questionnaire)
• Automation rules
• The onboarding portal (available to Professional plans and above)
• Outcome labels 

Accept the onboarding request questionnaire

1. UpGuard settings > Vendor Onboarding.
2. Click Set up now. 
3. You’ll see all of the questions in the default questionnaire. Review the questions and determine if you want to make edits: 
   1. 🌱Click Accept default to accept and enable the questionnaire as-is.  
   2. ✨Click Edit to make changes to the default questionnaire e.g. add or remove questions, change their order, and make questions required and add conditional visibility rules. 

You can now send the onboarding request questionnaire and enable the onboarding portal. 

Update the onboarding request questionnaire

You can update the questionnaire to add or remove questions, change their order, make questions required, and add conditional visibility rules. Updating the onboarding request questionnaire is a global change: the changes apply to everyone in your account.

1. UpGuard settings > Vendor Onboarding > Set up now or View details. 
2. Click Edit or Create draft in the blue box at top of the page. 
3. You’ll be taken to a page where you can edit questions. 
4. Make the needed changes. 
5. ✨Click Edit automation rules to create or edit any automations associated with the questionnaire. More detailed guidance on automations. 
6. Click Publish. Note: When you publish, you'll be publishing the questionnaire draft and any changes to automation rules. 

Your onboarding request questionnaire is updated! Any completed, sent, or in progress questionnaires are unaffected. Questionnaires sent going forward will use the updated version. 

The default request questionnaires 

UpGuard’s default onboarding questionnaire was built to help teams get the information needed to appropriately evaluate and tier a vendor.

The version of the questionnaire you see depends on when your account was created. 

• On or after Mar 10th 2026: version 2. 
• On or before Mar 9th 2026: version 1. You might have known this as the 'vendor relationship questionnaire'. Customers with version 1 can update their default to version 2. 

Download the default vendor request questionnaire. 

Switch from V1 to V2

If you currently have version 1 of the questionnaire, you can switch to version 2. Switching to version 2 of the default questionnaire is a global change and applies to all users in your account. 

1. UpGuard settings > Vendor Onboarding > View details. 
2. Click Automation rules. Check to see if you have automations. 
   1. If you don’t have automations, continue to step 3. 
   2. If you have automations: you’ll need to delete automation rules before you can switch to version 2 of the questionnaire. Click Create draft or Edit draft>Edit automation rules. Then click the trash can next to each automation rule and click Publish.
3. Click Create draft or Edit draft.
4. Click Reset to default questionnaire.
5. Click Reset to default questionnaire again to confirm your choice. 
   

Your account is now using version 2 of the questionnaire! You can modify the questions as needed and add automation rules.