If your team receives web-based questionnaires, there are three options for HyperComply to assist. If there is an export option, you can export the file and submit to HyperComply, otherwise you can complete using the browser extension, or submit for Web Portal Services.
This article details how to submit the web-based questionnaire for Web Portal Services.
(Note: Web Portal Services are not included on all HyperComply plans. If you do not see this feature in your workspace, please contact support@hypercomply.com.)
Web Portal Service is a component HyperComply offers to accompany the web app solution.
A Security Analyst who completes Human Review on your questionnaires will enter the portal on your behalf, fill out a portion of the web-based questionnaire using the answer data available in your Knowledge Base, and return it to your team for review.
Submit a Web-based Questionnaire for Completion
To submit a web-based questionnaire in HyperComply, navigate to the Questionnaires page on the top right of your HyperComply account
- Click +New Questionnaire in the top right
- Select "Web questionnaire" from the dropdown menu
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You will be requested to provide the login credentials (URL, username, password) and any additional notes. You can either provide your account or create a separate account for the HyperComply team.
- Important Note: Before you submit web-based questionnaires to HyperComply, be sure to check that the link and the login credentials can be accessed in Incognito Mode. This ensures that our Security Analyst can access the web portal without needing to follow up on the login credentials, which can cause delays.
- If the website portal requests you to invite or create an account for someone else, you can enter webportals@hypercomply.com as their email address and we will utilize this to access the portal directly. If you choose this option, kindly inform us through the "additional notes" section during submission.
- Click “Next” once complete
- From there, fill out the questionnaire details and click "Next" again.
- Fill out the details in the final step and click “Submit”
That’s it! The Owner of this web-based questionnaire will receive an email to confirm receipt and a second email when the questionnaire is ready for your team to review.
Once the web-based questionnaire is ready for review, your team can enter into the portal to complete the questionnaire and submit.