Submitting a New File Based Security Questionnaire

HyperComply helps automate security questionnaires so you can get back to doing more strategic work. File-based security questionnaires continue to be the main type of requests our customers see and HyperComply is here to complete them up to 18X faster. You can submit file-based security questionnaires directly through HyperComply’s web application or our Salesforce (SFDC) integration if applicable.

Process description:

This article will show users how to submit file-based security questionnaires to HyperComply through our web application. You can find how to submit file-based security questionnaires to HyperComply though SalesForce here. We will also outline key details needed to ensure users are getting the most value out of each submission.

Prerequisites:

• Access to HyperComply
  • If access needs to be granted, any user with existing access can invite new users. However, certain roles are restricted - please see our User Roles and Permissions article here
• Access to SalesForce (if submitting through SalesForce)
  • If access is needed, please speak to your SalesForce admin

Gathering materials/resources:

How to contact your CSM in case user roles are restricted:

• Email your CSM directly
  • If you are unsure who is your CSM, please contact HyperComply Support through our Support Request Portal here

Step-by-step instructions for the Web Application:

1. Log into HyperComply and ensure you are in the Questionnaires tab in the left sidebar
2. Click New Questionnaire on the right and select File questionnaire for Autofill
3. Upload the file and complete the required steps by clicking Next
   1. The Questionnaire Name will automatically be set to the file name, but you can customize this if desired
   2. Enter a Customer Name. A list of prior customer names is also available to select from, or create a new one
   3. Select the Owner(s). They are in charge of the questionnaire, and will be notified via email when the file has been AutoFilled and reviewed by HyperComply
   4. Select the SLA (if applicable) for the submitted questionnaire
      1. If you are interested in a mix of Standard and Priority SLAs, please reach out to your CSM to discuss options
   5. Enter a Due Date. This is the date your prospect or customer expects to receive the questionnaire back from your team (Automatic reminders will be sent to the Owner(s) and Assignees in advance of the Due Date)
   6. You can optionally include an additional Note about the file for the HyperComply importing team
   7. Select your Segment from the dropdown list if applicable
      1. Please reach out to your CSM for additional information on how to effectively segment your documents if this feature is not enabled
4. Click Submit to finish

Tips and best practices:

Deal/Customer Value

Completing this field allows you to better track the deals and gain insights on how more efficiently completed security questionnaires impact them. If you have SalesForce integration enabled, this field will be directly pulled from your SalesForce account.

Due Date

This does not impact when your security questionnaire is returned by HyperComply. Instead, this field allows you to better track when a security questionnaire is due to be returned to your customer.

Additional Notes

Feel free to add any information that you feel would be helpful to the HyperComply team such as specific sections to be included/omitted or clarification on definitions.

Next steps:

You will immediately be able to see the submitted security questionnaire in the “Submitted to HC” tab of your Questionnaires page under the “Autofilling” status section.

Once the file has been imported, autofilled, and quality assured, the HyperComply team will send the Owner(s) an email with a link to the pre-filled questionnaire for your team to review.

Additional information:

The return date will depend on your organization’s SLA with HyperComply. If you have any questions, or need clarity with your assigned SLA, please contact your CSM, ask an Admin from your HyperComply workspace, or contact HyperComply Support through our Support Request Portal here

Disclaimer/Notes:

HyperComply’s SLA is based on business days, time of submission, and number of submissions.