Assessing a Vendor

Assessing A Vendor 101

For: Whistic Customers who want to know the basics of the entire assessment process

Written by Andrew Anderson
Updated over a week ago

Setting up Follow-Ups

For: Customers who want to set reminders for internal contacts such as business owners to follow up with vendors

Written by Glenn Taylor
Updated over a week ago

Cancel Pending Trust Catalog Profile Request

Written by Maddy Barazoto
Updated over a week ago

Intake Form Special Fields

Written by Marc Rawlins
Updated over a week ago

Vendor Details Overview

For: customers who would like to learn about and manage vendor profiles from their vendor catalogs.

Written by Andrew Anderson
Updated over a week ago

CrowdConfidence Score Basics

For: VRM customers interested in how to use CrowdConfidence scoring

Written by Korey Kenison
Updated over a week ago

Vendor Update Request

For: VRM customers that need to update a vendor's information

Written by Korey Kenison
Updated over a week ago

Questionnaire Reviews & Reports

For: Whistic customers who want to use or create a final assessment review report after a vendor has shared the questionnaire back.

Written by Andrew Anderson
Updated over a week ago

Access the Vendor Intake Form Link

For: Whistic customers that need to distribute or use the External Vendor Intake Form

Written by Marc Rawlins
Updated over a week ago

Using the Trust Catalog

For: Customers wanting to import vendors faster, that have already completed certain industry-standard security questionnaires.

Written by Andrew Anderson
Updated over a week ago

Setting up Vendor Program Automation

For: Customers wanting to set up recurring dates to automatically send another assessment to a vendor to be reassessed

Written by Andrew Anderson
Updated over a week ago

Update Vendor

Written by Korey Kenison
Updated over a week ago

Add a Vendor to the Vendor Catalog

For: Whistic Customers that need to add a new vendor through the internal vendor intake form.

Written by Marc Rawlins
Updated over a week ago

Archive a Vendor

For: Whistic Customers that want to remove a Vendor from their Vendor Catalog

Written by Andrew Anderson
Updated over a week ago

Archive a User

For: Whistic Customers that need to archive a user who no longer is with the company or no longer needs Whistic access.

Written by Andrew Anderson
Updated over a week ago

Add & Manage Whistic Users

For: Whistic customers that need to add, edit, and manage users in their company account.

Written by Andrew Anderson
Updated over a week ago

Set Up CrowdConfidence Scoring

For: VRM customers interested in how to set up CrowdConfidence scoring

Written by Korey Kenison
Updated over a week ago

Cancel a Questionnaire Request

For: Whistic Customers using Vendor Risk Management that need to cancel a questionnaire request

Written by Marc Rawlins
Updated over a week ago

Request a Security Questionnaire from a Vendor

For: Whistic Customers using Vendor Risk Management that need to Request a Questionnaire

Written by Marc Rawlins
Updated over a week ago

Customize the Vendor Intake Form

For: Whistic customers that want to customize their Vendor Intake Form

Written by Marc Rawlins
Updated this week

Reassign a Questionnaire - Customer

For: Whistic Customers using Vendor Risk Management that need to reassign a questionnaire request that they already sent

Written by Marc Rawlins
Updated over a week ago

Merging Two Vendors

For users wanting to merge two vendor records

Written by Andrew Anderson
Updated over a week ago