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Third-Party Management
Third-Party Risk Management
Introduction to Third-Party Risk Management
Configuring Third-Party Risk Management Records
Launching and Managing Vendor Assessments
Using the Self-Service Portal
Launching an Assessment
Launching Assessments in Bulk
Viewing and Linking Third-Party Risk Inventory Assessments
Completing an Assessment
Reviewing an Assessment
Creating and Managing the Question Library
Converting an Invited User to a Project Respondent
Hiding Users on Assessment Questions
Managing Third-Party Risk Management Automation Rules
Third-Party Risk Management Automation Rules Use Cases
Creating Project Respondents from Assessments
AI Deep Research: Workflow-Initiated Assessments
Leveraging AI Auto-Responses for Assessments
AI Document Scanner FAQ
What file types can I upload?
Do you use any uploaded data or files to train an AI model?
How many files can I upload to an assessment?
How big of a file can I upload?
What question types are supported?
If I use AI Document Scanner on an assessment where questions have already been answered, will this impact those questions?
Are AI responses visible in reporting?
If multiple documents are uploaded, how is the justification handled? Does the AI combine all responses into one justification?
Does the tool look for gaps or deviations in controls called out in the SOC2 report, and does it consider these items in the AI justifications?
What is the availability of AI Document Scanner, and what costs are associated with it?
Do the response rates differ each time I use this feature on a questionnaire?
Can I use AI Document Scanner for my SIG spreadsheet?
Where can I get more details on the model that this feature is based on?
Do you use machine learning capabilities with this enhancement?
Do you have plans to move towards a model that does train using customer documents and data?
Can I take an exported PDF assessment and upload it to answer questions on another assessment?
What models are you currently using?
Can this feature answer questions that are hidden behind conditional logic?
If I upload multiple documents, and the answer to a question can be found in more than one document, are multiple documents shown in the "Source Document" section?
Does AI Document Scanning support password-protected PDF files?
Viewing Active Assessments in Third-Party Risk Management
Resending Links and Notifications
Admin-Driven Versus Respondent-Driven Primary Record Method in Templates
Creating and Managing Vendor Templates
Adding and Configuring Vendor Attributes
Configuring Third-Party Risk Management Workflows
Managing Vendor Risks & Controls
Digital Operational Resilience Act (DORA) Report Generation
Auto-Populating Vendor Details in Email Templates Using Dynamic Variables
Adding Stage Rules to Assessment Workflows
Upcoming Changes to the Vendorpedia Menu Item
Creating and Configuring Assessment Workflows
Use Cases to Leverage Exchange Data in Third Party Risk Management
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AI Document Scanner FAQ
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How big of a file can I upload?
You can upload up to 64MB per file.
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Last updated: October 15, 2026