How it Works

Understand how Sprinto’s Questionnaires section helps you manage and respond to security questionnaires efficiently.

The Questionnaires section in Sprinto’s Trust module streamlines the process of receiving, answering, and managing security questionnaires from clients, vendors, and auditors. It leverages your organisation’s Knowledge Hub, security documents, and Sprinto AI to deliver fast, accurate responses.

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Step 1: Import a Questionnaire

You can import questionnaires in common formats such as CSV, XLSX, XLS, PDF, DOCX, and DOC. During import, you assign an Owner who will be responsible for unanswered questions. Sprinto automatically extracts questions for review and answering.

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Step 2: Review Extracted Questions

Once imported, the questionnaire appears in the Security questionnaires tab.

• Questions are listed with their current answer status.

• You can edit, delete, or add questions directly from the dashboard.

• Filtering and search tools help you locate specific questions quickly.

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Step 3: Generate AI-Powered Answers

For unanswered questions, you can:

• Use Sprinto AI to generate responses based on your Knowledge Hub and uploaded policies/documents.

• Manually refine AI suggestions to match specific context or client requirements.

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Step 4: Collaborate with Your Team

When you need input from other team members:

• Assign specific questions to them from the Pending Questions tab.

• The assignee is notified by email.

• Answers can be added directly in the system, with the option to attach supporting documents.

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Step 5: Track and Manage Pending Questions

The Pending Questions tab consolidates all unanswered queries.

• Filter by All pending, Assigned to me, or Asked by me.

• Reassign questions to other team members as needed.

• Monitor answer status until all questions are addressed.

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Step 6: Mark the Questionnaire as Completed

When all questions are answered and reviewed:

• Select Mark this as completed in the questionnaire view.

• The questionnaire is archived as a completed record and can be used to enrich your Knowledge Hub.

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Step 7: Manage User Access

From the Users tab:

• Add new team members to work on questionnaires.

• Assign roles (Admin or Consumer) to control permissions.

• Edit or remove users as needed.

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Step 8: Enrich the Knowledge Hub

Completed questionnaires can be added to your Knowledge Hub to improve future AI-generated answers. Supporting security policies and additional documents can also be uploaded to expand your organisation’s reference library.