How To

Everything you need to know to use Whistic!

Maddy Barazoto avatar Andrew Anderson avatar Korey Kenison avatar +3
73 articles in this collection
Written by Maddy Barazoto, Andrew Anderson, Korey Kenison and 3 others

How To Access the Vendor Intake Form Link

For: Whistic customers that need to distribute or use the External Vendor Intake Form
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How to Manage Profile Subscription Updates

For anyone who would like to create or view a subscription profile's changes.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Access Trust Catalog Information

For: Free users who would like to learn more about the Trust Catalog and their information in the Trust Catalog
Christine Medrano avatar
Written by Christine Medrano
Updated this week

How To Add a Collaborator

For: Questionnaire request recipients that need help from a colleague to complete the request
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Add a Vendor to Your Vendor Catalog

For: Whistic Customers that need to add a new vendor through the internal vendor intake form.
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Add a Questionnaire to Your Whistic Profile

Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Add Audits & Certifications to Your Profile

For: Security Profile customers to add audits and certifications and associated supporting documents
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To 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.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Archive a Vendor

For: Whistic Customers that want to remove a Vendor from their Vendor Catalog
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Assess A Vendor

For: Whistic Customers who want to know the basics of the entire assessment process
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Assign a Question to a Colleague

For: Questionnaire request recipients that want to assign specific questions to a colleague
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Attach Additional Documentation

For: Questionnaire recipients trying to attach supporting documentation to a question
Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Cancel a Questionnaire Request

For: Whistic Customers using Vendor Risk Management that need to cancel a questionnaire request
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Cancel a Trust Catalog Profile Request

Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Cancel a Whistic Profile Share - Sender

For: Security Profile users who want to cancel a Security Profile share with a prospective customer
Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Complete a Needs Clarification Request

For: Vendors that recently completed a security questionnaire and have now been asked to provide additional information.
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Complete a Questionnaire Request

For: Users that received a request to complete a security questionnaire in Whistic
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Complete Questionnaires for Multiple Products

Products | Vendors | Complete multiple requests
Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To Complete a Self-Assessment for your Whistic Profile

Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Complete Registration

For: Users that received an invitation to take action in Whistic which generally requires creating an account
Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Create an NDA for your Whistic Profile

For: Whistic Profile customers wanting to create a Non-Disclosure Agreement (NDA) to add to a Whistic Profile
Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Create Multiple Whistic Profiles

For users wanting to create multiple Whistic profiles to manage which profile and documentation goes to each prospective customer.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Customize Outgoing Notifications

For: Whistic customers sending security assessment requests or sending their own Security Profile
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Customize the Intake Form

Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Customize the Vendor Intake Form

For: Whistic customers that want to customize their Vendor Intake Form
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Customize your Customer Catalog View

For: Administrators wanting to customize their companies view of the Customer Catalog by adding or removing certain criteria
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Embed Documents in Your Whistic Profile

Uploading and editing additional files to your profile to help with your legitimacy and to demonstrate proactiveness within your company
Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To Find a Questionnaire Request

For: Users that received a questionnaire request but are now unable to locate the form. Or would like to find previously completed work.
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Identify the Requester

For: Questionnaire request recipients trying to find who sent the request
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Manage a Sent Whistic Profile

For: Whistic Profile customers trying to edit or cancel a Profile that was already sent.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Manage Email Reminders

For: Customers that want to disable/enable email reminders
Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Manage Users

For: Whistic customers that need to add, edit, and manage users in their company account.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Manage Whistic Profile Requests

For: Whistic Profile users that want to enable proactive requests of their Whistic Profile
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Map Previously Answered Questions

For: Whistic Customers that need to transfer questionnaire answers from one version of a standard to another version
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Merge Two Vendors

For users wanting to merge two vendor records
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Navigate a Whistic Profile Shared with Me

For: People that received an invitation to view a seller's Whistic Profile
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Navigate the Dashboard

Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Navigate the Vendor Details Page

For: customers who would like to learn about and manage vendor profiles from their vendor catalogs.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Reassign a Questionnaire - Recipient

For: Security questionnaire request recipients that need to reassign the request to a colleague
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Reassign a Questionnaire - Sender

For: Whistic Customers using Vendor Risk Management that need to reassign a questionnaire request that they already sent
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Reassign a Whistic Profile Shared with Me

For: Whistic Profile recipients needing to reassign a profile shared with them
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Reset Password

For: Any user that forgot their password and needs it reset
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Request a Security Questionnaire from a Vendor

For: Whistic Customers using Vendor Risk Management that need to Request a Questionnaire
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Request a Vendor Update

For: VRM customers that need to update a vendor's information
Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To Request Access to a Whistic Profile

For: Buyers with a link to request a seller's Whistic profile
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Review a Questionnaire

For: Whistic customers who want to use or create a final assessment review report after a vendor has shared the questionnaire back.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Set Up CrowdConfidence Scoring

For: VRM customers interested in how to set up CrowdConfidence scoring
Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To Set up Vendor Follow-Ups

For: Customers who want to set reminders for internal contacts such as business owners to follow up with vendors
Glenn Taylor avatar
Written by Glenn Taylor
Updated over a week ago

How to Set User Permissions

For: Whistic Administrators assigning roles and privileges to other users
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Set up Two-Factor Authentication

Two-Factor Authentication (2FA) is a great way (and highly recommended) to ensure your information is safe and protected.
Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Set up Vendor Program Automation

For: Customers wanting to set up recurring dates to automatically send another assessment to a vendor to be reassessed
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Set up Whistic Public Profile

Let customers see at a glance all of your security documentation
Christine Medrano avatar
Written by Christine Medrano
Updated over a week ago

How To Set up your Whistic Profile

For: Whistic Profile Customers. How to get started
Maddy Barazoto avatar
Written by Maddy Barazoto
Updated this week

How To Share a Questionnaire

For: Vendors who have completed a questionnaire and need to share it back to the requester
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Share a Whistic Profile

Customers who want to share their Whistic Profile with a prospective client or publish to the Trust Catalog
Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To Toggle Between Multiple Companies

For users with accounts that are associated with multiple companies.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Update a Self-Assessment in Your Whistic Profile

For: Users that need to update a self-assessments in their Whistic Profile
Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To Update a Vendor

Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To Upload External Questionnaire Responses

Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Upload Whistic Template Responses

For: Questionnaire recipients that would like to complete the questionnaire in a spreadsheet and then upload to the platform
Maddy Barazoto avatar
Written by Maddy Barazoto
Updated over a week ago

How To Understand CrowdConfidence Scoring

For: VRM customers interested in how to use CrowdConfidence scoring
Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To Understand Questionnaire Content

For: Anyone who wants to learn about various questionnaires, versions, templates, formats, questions, terms, phrases, and definitions.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Use the Bulk Vendor Import Template

For: New and existing VRM users to add or update vendor data into their catalog via bulk upload.
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Use the Customer Catalog

For: Customers who want to manage their customers and prospects
Glenn Taylor avatar
Written by Glenn Taylor
Updated over a week ago

How To Use the Reporting Suite

For: Whistic Customers with access the reporting suite
Marc Rawlins avatar
Written by Marc Rawlins
Updated over a week ago

How To Use the Trust Catalog

For: Customers wanting to import vendors faster, that have already completed certain industry-standard security questionnaires.
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago

How To Use Subscription vs Snapshot on Your Whistic Profiles

Subscription, Snapshot, Trust Catalog, Whistic Profile
Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To Use the Document Repository

Documents Profile-Updates
Korey Kenison avatar
Written by Korey Kenison
Updated over a week ago

How To View & Download Accepted NDAs

For: Profile Customers who would like to view and download accepted NDAs
Andrew Anderson avatar
Written by Andrew Anderson
Updated over a week ago