Add a Reference Questionnaire

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Leveraging previously completed questionnaires as references is a great way to increase autofill rates and accuracy within HyperComply. This article covers how to submit new Reference questionnaires to your HyperComply knowledge base.


Submit a Completed Questionnaire as Reference Material

Follow these steps to submit a new Reference Questionnaire:

1. Navigate to the HyperComply Knowledge Base page using the left panel navigation  


2. Click “+ Add..” button on the bottom on the page and select  “Reference Questionnaire”

3. Upload the file

  • The Questionnaire name will automatically be set to the file name, but you can amend this if desired
  • Please note that all of the remaining fields, excluding Owner, are optional to complete because this is a reference questionnaire

4. Click Submit!



Once the Reference Questionnaire has been imported, the HyperComply team will notify the Owner that the import is complete. 

Please note that Reference Questionnaires do not adhere to your organization's SLA with HyperComply. However, the team will do their best to ensure a speedy upload.


Once imported, the Reference Questionnaire can be found by selecting "Reference Content" on the bottom menu bar:




Add an individual Q&A pairing

1. Click “+ Add” button on the bottom on the page and select “Reference Q&A

2. Type in your Question and Answer(s) in the window that pops up.

  • You can click "+ Add answer" to enter multiple answers to a question.
  • You can add the new Q&A pairing to an existing reference questionnaire by selecting it from the dropdown menu at the bottom or create a new one.


Self-Importing a reference questionnaire

Self Import for .xlsx Files

To use self-import Excel files as reference questionnaires, follow the steps below:

1. Click “+ Add” button on the bottom on the page and select  “Self-Import file questionnaire

2. Add your desired file and select Next. Currently, HyperComply only accepts .xlsx and docx files - additional format options are coming soon.

3. Fill out the standard questionnaire information including the Name, Customer, Owner, Segments, etc. and select 'Submit'

4. You will then be taken to the self-import wizard where you will need to identify Question and Answer fields, in the same selection, from your file.

  • You can use Shift + Click to make your selection.

5. Once you've selected the fields that you want to import, it will automatically appear on the right panel

6. Click “Add selection” > will be added in the “Ready For Import” section

    • You can use the “c” key shortcut to add the selection

7. If you have multiple sheets/tabs, repeat Steps 6 and 7 after changing sheets using the drop-down button on the top right. Once done and you need to rearrange the ordering of the sheets for the final file, drag the sheets around in the Import wizard on the right.

8. If you want to preview what the questionnaire will look like in the HyperComply app, select the 'Preview questionnaire' button on the bottom right side of the panel.

9. If you are happy with the preview, select 'Yes, start importing' at the bottom of the page.

10. Once done, you'll be taken to the Reference Questionnaire. This collection of Q&A pairings will be in your Knowledge Base to be used for future questionnaires.




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