Sending a questionnaire to a vendor
Roles and permissions
The following roles can send a questionnaire:
Administrators who are members of the Vendor Register
Compliance managers who are members of the Vendor Register
Users who are members of the Vendor Register
You can choose to send a questionnaire to a single respondent or to multiple respondents.
From the left menu, select Vendors.
Select the Questionnaires tab.
Select the questionnaire you want to send.
In the right pane, click Send.
The Send questionnaire window opens.
From the Vendor drop-down menu, select the vendor you want to send the questionnaire to.
From the Respondent drop-down menu, select the individual or individuals to whom you want to send the questionnaire. Note that this can either be the vendor owner OR the vendor contact.
Tip
To send the questionnaire to all contacts and/or owners, select the Select all respondents checkbox.
Optionally, enter a brief note for the respondent or respondents.
Click Send, and then click Done.
The questionnaire is sent.
A note about sent questionnaires
By design, the Attachment icon (paperclip) is present on all questions, even those that are not 'proof upload' questions. Additionally, there are no restrictions on file types that can be uploaded as proof. See Viewing proof for supported file types.
All file uploads are scanned and Hyperproof's Operations team is notified of any infected files. Text input is sanitized for malicious HTML/Script.