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About Answers & Questionnaires

The Answers and Questionnaires tabs provide powerful tools for managing compliance knowledge and automating questionnaire responses. The Answers tab serves as a centralized knowledge base for frequently asked security and compliance questions, while the Questionnaires tab allows you to upload and process customer questionnaires using AI automation.

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How It Works

The Answers and Questionnaires system streamlines compliance responses by creating a reusable knowledge base and leveraging AI to automatically populate questionnaire responses. This reduces repetitive work while ensuring consistent, accurate responses across all questionnaire submissions.

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Answers Management

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Answers Library Overview

The Answers tab is a centralized knowledge base for frequently asked security/compliance questions. Create answers once, reuse them internally, and optionally publish selected answers to the public Trust Center.
  • Stores Question, Answer, Comments, Categories, Owner, Date Added, Visibility
  • Add entries one-by-one or upload in bulk via CSV template
  • Edit via the ⋮ (three-dot) menu; toggle Show in Trust Center to publish
  • Add support links (e.g., Privacy Policy URL) to any answer

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Adding Answers

1

New Entry

Click New Entry to add a single answer
2

Fill Details

Fill in Question, Answer, optional Comments, Categories, Owner, Support Links, and toggle Show in Trust Center (optional)
3

Save Entry

Click Save to add the answer to your library

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Bulk Upload

1

Download Template

Click Bulk Entries → Download Template
2

Populate Template

Populate required columns exactly as in the template: question,answer,comments,categories,owner,support_links
3

Upload CSV

Click Bulk Entries → Upload CSV and submit

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Managing Answers

1

Edit Answer

In the Answers list, use the ⋮ menu → Edit Answer
2

Update Information

Update Question, Answer, Comments, Categories, Owner, Support Links
3

Publish to Trust Center

Toggle Show in Trust Center to make it public
4

Delete if Needed

Delete answers if no longer needed

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Questionnaires Management

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Questionnaires Overview

The Questionnaires tab allows you to manage customer and vendor security questionnaires in one central location. You can upload questionnaires received from external parties, assign them to accounts, and use Iru AI to automatically generate answers based on your existing Answers library and Trust Center Artifacts.

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Uploading Questionnaires

1

Upload Questionnaire

From the Questionnaires tab, click Upload Questionnaire
2

Enter Details

Enter a display name that will appear in the list view
3

Select Account

Select an account. If the questionnaire is from an internal request, choose your internal company account. If it is from a customer, select the customer account so the completed questionnaire can later be delivered back to them
4

Set Due Date

Optionally, set a due date if a delivery commitment has been made
5

Attach File

Attach the questionnaire file by dragging and dropping or browsing your system. Accepted file types are CSV, XLSX, DOCX, and PDF
6

Select Artifacts

The upload screen will display any available artifacts already marked as Show in Trust Center so you can select them as supporting sources
7

Submit

Click Submit to upload and begin AI processing

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AI Processing and Review

1

AI Processing

Once submitted, Iru AI automatically scans the uploaded questionnaire
2

Auto-Answering

It searches your Answers library and selected Artifacts to match and populate relevant answers
3

Review Results

After processing is complete, click the questionnaire name in the list to open it
4

Edit Answers

You can edit any answer manually by clicking the question and opening the edit details screen
5

Mark Non-Applicable

For any non-applicable items, select Mark Not a Question to exclude them

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Approval and Delivery

1

Review All Questions

Before a questionnaire can be finalized, every question must either have an answer or be marked as not a question
2

Approve Answers

You can approve answers individually or click Approve All once you have reviewed the entire questionnaire
3

View Original

At any time, click View Original at the top of the page to download the questionnaire file that was originally uploaded
4

Deliver Completed Questionnaire

Once all questions are approved, the questionnaire can be marked as complete
5

Download or Email

Click Download to export the final document or Email to send the approved version directly to the associated account contact

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Support Tips

  • CSV upload fails: Verify headers, data types (TRUE/FALSE), and required columns
  • Not visible publicly: Ensure Show in Trust Center is on; give the portal a moment to refresh
  • Broken links: Use full https:// URLs
  • Findability: Use specific, consistent Categories
  • Auto-answers missing: Verify that questions align with existing entries in the Answers library or that relevant Artifacts are marked Show in Trust Center
  • Cannot approve questionnaire: Confirm that every question has either an answer or is marked not a question
  • Customer doesn’t receive email: Check that the correct Account is assigned and includes a valid contact email
Always review AI-generated answers for accuracy and completeness before approving questionnaires. AI responses should be validated against your organization’s actual practices and policies.
The AI system learns from your answers library and improves over time. Regular maintenance and updates to your answers will result in better automated responses.