The knowledge base is where you can manage all the source information that powers Questionnaire Automation and resources shared on your Trust Center. When resources are added to the Knowledge Base, you can manage the visibility and access level of resources on your Trust Center that you would like to share with Trust Center viewers; when resources are added to Questionnaire Automation, Vanta extracts and indexes the content. This enabled Vanta AI to find relevant context to help generate answers quickly.

Adding Resources

From the Customer Trust tab, select Knowledge Base
Click Add resources
Click Upload resource
Drag or select the file and fill in the resource name, description, category, and visibility on Trust Center
- Note: You can upload multiple files
Click Upload
After uploading:
- The resource will be scanned and available in Questionnaire Automation in minutes
- Resources marked as “Public” or “Requestable” will show on the Trust Center

Adding Resources from Vanta compliance

Click Add resources
Click Import resources from Vanta
Select the documents you’d like to add to the Knowledge Base
- Only approved policies, audit reports, and penetration tests can be synced
Optionally set the category, visibility on Trust Center, and use for Questionnaires
Click Add
After uploading:
- The resource will be scanned and available in Questionnaire Automation in minutes
- Resources marked as “Public” or “Requestable” will show on the Trust Center

Editing resources

Click the action menu marked as “...” on the resource you want to edit
From here, you can edit the following for a resource:
- Resource name
- Resource description
- Upload a new version
- Category
- Visibility on Trust Center
  - Shareable: not visible, can be shared
  - Private: Not visible, cannot be shared
  - Requestable: Visible; viewers must request access
  - Public: Visible, and viewer can view the content of the resource without a request
- Use for questionnaires
  - This is only available to accounts with questionnaire automation
  - Only DOCX and PDF files are supported for us in questionnaire automation
- Product
  - Identify what product this resource applies to

Click Save
The resource will be updated with your changes

Resource Version Control

If you upload a new version of the resource using the Edit option, the version history will be available for you to view
Select the three-dot menu on the resource
Select View version history
You can click on any version to download the file or click the clock icon and restore the resource to a previous version.

Resource visibility on your Trust Center

From the Knowledge Base, you can update the visibility of resources on your Trust Center. The following options are available:

Visibility option	Shown on Trust Center?	Can it be shared?
Private	No	No
Shareable	No	Yes
Requestable	Yes	Yes, but it requires an access request
Public	Yes	Yes, it does not require an access request

Deleting resources

Delete a single resource

Click the … menu on the resource
Confirm that you want to delete the resource
- If the resource is being used for Questionnaires, deleting it will prevent it from being used to answer security questionnaires.
- If the resource is shown on the Trust Center, deleting it will remove the resource from the Trust Center.
Click Delete

Bulk delete resources

Select the resources you would like to remove from the Knowledge base
If this resource is also on your Trust Center
Confirm that you want to delete the resources
- If a resource is being used for questionnaires, deleting it will remove the resource from being used to answer security questionnaires.
- If a resource is shown on the Trust Center, deleting it will remove the resource from the Trust Center.
Click Delete

Answer Library

When answering a question, Vanta looks up related questions from your library and uses the exact answer if the question matches or uses the answer as context to generate a new answer.

Importing past questionnaires

From the Trust Center page, go to Knowledge Base and then Answer library
Click Import questionnaire
Select the questionnaire file you would like to import
Match the proper question and answer columns
Click Confirm
Once the import is complete, new and updated answers must be reviewed and approved before they can be used in future questionnaires.

Reviewing and Approving Changes

When importing or marking a questionnaire as complete, any new or changed answers must be approved before the answers are applied to the answer library.

If there are answers to review, a banner will appear on the answer library: "Review answers pending import."
Click Review answers
If the question to be imported duplicates an existing question, it will be indicated in the “Duplicate questions found" column.
Accept or deny the changes. Any accepted changes will be applied to your answer library for use in future questionnaires.