Dashboard Actions

Learn how to import, manage, edit, and complete security questionnaires in Sprinto’s Trust module.

The Security Questionnaires dashboard is where you manage all incoming and ongoing questionnaire requests. From importing files to generating AI-powered responses, this section provides tools to streamline the entire process of responding to security, compliance, and risk assessments.

The following dashboard actions are available:

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1. Import a Questionnaire

1. Navigate to Questionnaires > Security questionnaires.

2. Select Import questionnaire.

3. Drag and drop your file into the upload area or choose a file from your computer. Supported formats: CSV, XLSX, XLS, PDF, DOCX, DOC (up to 500 MB).

4. Enter a Questionnaire name.

5. Assign an Owner – this user will be responsible for answering questions Sprinto AI could not automatically answer.

6. Select Import to begin the extraction process.

The extraction status is displayed in the Status column. You can continue working on other tasks while Sprinto AI processes the file.

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2. View and Edit a Questionnaire

1. From the Security questionnaires list, select the questionnaire name.

2. Review the extracted questions, answers, and status indicators.

3. Use the Edit icon to update an answer or question text.

4. Use the Delete icon to remove a question if not applicable.

5. Select Add questions to manually insert new entries.

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3. Filter, Search, and Export Questions

• Filters – Narrow results by answer status or other available attributes.

• Search – Find specific questions by entering keywords in the search bar.

• Export – Download the questionnaire for offline review or sharing.

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4. Generate AI-Powered Answers

• For unanswered questions, use Sprinto AI to generate responses based on your Knowledge Hub and uploaded documents.

• Review AI-suggested answers and update them as needed for context and accuracy.

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5. Mark a Questionnaire as Completed

Once all questions are answered and verified:

1. Open the questionnaire.

2. Select Mark this as completed.

3. The questionnaire is archived as a completed record and can be referenced later.

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6. Delete a Questionnaire

If a questionnaire is no longer required:

1. Locate it in the Security questionnaires list.

2. Select the Delete icon in the Action column.

3. Confirm the deletion.

Deleted questionnaires cannot be recovered.