This powerful tool is useful for Security and Sales teams alike. Having an internal source of truth for multiple teams is key and we will show you everything you need to know.
Jump to a Section Below:
Uploading a Questionnaire to your Knowledge Base
Step 1: Go to the Knowledge Base module on the left menu bar then click "Import" in the top right corner of the screen as shown below.
Step 2: Upload your past questionnaires to the Knowledge Base in a .csv file with the following 3 columns:
Access (optional) if you would like to have certain questions be visible to customers.
Adding a Single Item to the Knowledge Base
Step 1: Go to the Knowledge Base module on the left menu bar then click "Add" in the top right corner of the screen as shown below.
Step 2: Fill out the "Question" and "Answer" fields. The "Comment" field is optional, and you may also change the Access level.
Editing your Internal Knowledge Base
If the entry source is your Trust Center
Edit the Trust Center cards to update the Knowledge Base information.
If the entry source is a Questionnaire
Editing or deleting an individual question.
Click on a Knowledge Base entry and select "Edit". You can edit the entry or delete the entry altogether.
How to Delete an Entire Questionnaire
Click on the "Manage" button from the Knowledge Base tab
Select the red trash can icon next to the questionnaire you would like to delete
Data from this questionnaire will no longer be available in your internal Knowledge Base
Navigating your Internal Knowledge Base
Type a phrase or keyword in the search box to find answers within your knowledge base. You can filter the search results with the following options:
Type (object type, ex. policy or questionnaire)
Source (specific documents where the answer would come from)
Access (if you have certain items that are visible to customers)
Search results show up with the phrases or keywords highlighted and the date of when the item was last updated as shown below.
Clicking on a search result opens the side panel view that contains additional information including:
Answer (if it is a question)