How To
Everything you need to know to use Whistic!
Marc Rawlins avatarSean Bonow avatarChristine Medrano avatar
7 authors82 articles
How To Access the Vendor Intake Form Link
How To Reset Password (While Logged Into Whistic)
How to Share Your Public Profile, Internally
How to Manage Profile Subscription Updates
How to Export a Completed Questionnaire
How to use Document Analytics
Setup Whistic SSO Using Google IDP
How To Access Trust Catalog Information
How To Add a Collaborator
How to Share a Public Profile via Salesforce
How To Add a Vendor to Your Vendor Catalog
How To Add a Questionnaire to Your Whistic Profile
Bulk Questionnaire Cancel
How to Complete a Zero-Touch Assessment
How To Add Audits & Certifications to Your Profile
How To Archive a User
How To Archive a Vendor
How To Assess A Vendor
How To Assign a Question to a Colleague
How To Attach Additional Documentation
How To Cancel a Questionnaire Request
How To Cancel a Trust Catalog Profile Request
How To Cancel a Whistic Profile Share - Sender
How To Complete a Needs Clarification Request
How To Complete a Questionnaire Request
How To Complete Questionnaires for Multiple Products
How To Complete a Self-Assessment for your Whistic Profile
How To Complete Registration
How To Create an NDA for your Whistic Profile
How To Create Multiple Whistic Profiles
How To Customize Outgoing Notifications
How To Customize the Intake Form
How To Customize the Vendor Intake Form
How To Customize your Customer Catalog View
How To Embed Documents in Your Whistic Profile
How To Find a Questionnaire Request
How To Identify the Requester
How To Manage a Sent Whistic Profile
How To Manage Email Reminders
How To Manage Users
How To Manage Whistic Profile Requests
How To Map Previously Answered Questions
How To Merge Two Vendors
How To Navigate a Whistic Profile Shared with Me
How To Navigate the Dashboard
How To Navigate the Vendor Details Page
How To Reassign a Questionnaire - Recipient
How To Reassign a Questionnaire - Sender
How To Reassign a Whistic Profile Shared with Me
How To Reset Password (Unable To Log Into Whistic)
How To Request a Security Questionnaire from a Vendor
How To Request a Vendor Update
How To Request Access to a Whistic Profile
How To Review a Questionnaire
How To Set Up CrowdConfidence Scoring
How To Set up Vendor Follow-Ups
How to Set User Permissions
How To Set up Two-Factor Authentication
How To Set up Vendor Program Automation
How To Set up Whistic Public Profile
How To Set up your Whistic Profile
How To Share a Questionnaire
How To Share a Whistic Profile
How To Toggle Between Multiple Companies
How To Update a Self-Assessment in Your Whistic Profile
How To Update a Vendor
How To Upload External Questionnaire Responses
How To Upload Whistic Template Responses
How To Understand CrowdConfidence Scoring
How To Understand Questionnaire Content
How To Use the Bulk Vendor Import Template
How To Use the Customer Catalog
How To Use the Reporting Suite
How To Use the Trust Catalog
How To Use Subscription vs Snapshot on Your Whistic Profiles
How To Use the Document Repository
How To View & Download Accepted NDAs