As always, we appreciate the continual feedback of our great customers to improve the product. We hope the following updates will make your work easier!
Better NDA tracking
Did your Profile recipient request a copy of the NDA they agreed to while accessing your Profile? No worries! You can download and send them a copy.
Go HERE for more information.
Share Profiles with Multiple Recipients
Share your profile with multiple recipients from the start! Once you select Share Profile, a window will appear where you can add as many recipients as needed.
Profile Shares Default to Subscription
Profile shares default to ‘Subscription’ rather than ‘Snapshot’ for newly created Profiles. This Subscription level access means that whenever a recipient logs in to view your Profile, they will see the most updated version.
You can adjust this setting by opening your profile and then selecting Profile Options > Share Settings. A window will appear allowing you to choose between Snapshot and Subscription.
Vendor Risk Management
Improved Trust Catalog Import Notifications
When a user imports a vendor from the Trust Catalog, Whistic Admins are notified. We clarified this notification to contain exactly who imported which vendor.
Better Version Control for Questionnaires
Updated questionnaires include the version number in the title everywhere the questionnaire is visible.
Updated Reassessment Notifications
The reassessment email has been updated to clarify that vendors will be able to reuse their answers from previously completed questionnaires.
New Trust Catalog Filter
There is a new toggle at the top of the Trust Catalog that will filter the vendors to show all the vendors you have imported to your Vendor Catalog.
Bypass file scan
Occasionally, you may need to upload a password protected document to some area of Whistic. Since Whistic defaults to scan every file, you will need to disable the scan in order to upload some documents.
You will see a new checkbox to indicate whether or not to scan the document. If you do not see this box, it means the feature is not enabled for your account. This feature is currently Enterprise plans only. Please contact your CSM for details.
Improved Experience for Guest Users
The view for guest users was simplified. They will only see the Dashboard with any to-do items, in addition to the Trust Catalog and Questionnaire page.