Implementation Team

Introduction The Policy Center is your central hub for managing company policies within Complyance. Here, you can store policies, track revisions, and collect approvals and acknowledgments. This gu...

IntroductionCreating a new questionnaire allows you to collect security, privacy, or compliance information directly from your vendors. When creating a new questionnaire, you can build it from scra...

The Policy Center is accessible from the left-hand sidebar of Complyance. You'll find it located below the Control Center and Evidence Center and above Alerts.   Click on the Policy you want to edi...

Once your vendor and questionnaire are ready, follow these steps to send a questionnaire directly from Complyance:Navigate to the Vendors moduleFrom the left-hand navigation bar, click Vendors to o...

The Policy Center is accessible from the left-hand sidebar of Complyance. You'll find it located below the Control Center and Evidence Center and above Alerts.   Click on the Policy you want to edi...

Once you’ve sent a questionnaire, you can monitor its status at any time from the Vendors module.To track progress:Navigate to the Vendors moduleFrom the left-hand navigation bar, click Vendors to ...

Note: Policies can only be sent for approval if they contain either uploaded documents or text in the in-platform editor.   First, set a Policy Approver To assign an Approver or Approvers for a po...

Once a vendor submits a completed questionnaire, the questionnaire sender will receive an email notifying  them that a Vendor has submitted questionnaire. Simply click the link in this email to vie...

The Policy Center is accessible from the left-hand sidebar of Complyance. You'll find it located below the Control Center and Evidence Center and above Alerts.   If an Approver has not responded to...

Note: Only approved policy versions can be sent for acknowledgement.   The Policy Center is accessible from the left-hand sidebar of Complyance. You'll find it located below the Control Center and ...