Answer

You can share using an invitation code provided by the customer for immediate sharing, or you can proactively request to share a completed questionnaire with a customer who must then approve the request.

Background

The SUPPLIERASSURANCE platform allows secure sharing of your questionnaire data. An invitation code links your data directly and instantly to your customer. Proactively requesting to share a questionnaire requires customer approval.

Steps

Find and share an existing questionnaire using an invitation code:

1. Sign in to your SUPPLIERASSURANCE account.
2. Find the existing questionnaire on your Dashboard (use filters and search if needed).
3. Select the 'Share' icon on the questionnaire tile.
4. Choose the option to 'Enter invitation code'.
5. Enter the invitation code that is in the email request from your customer.
6. Select 'Share' to complete the action.
7. If the questionnaire is not yet complete, you must answer the remaining questions and submit for validation.

To start a new questionnaire using an invitation code:

1. Sign in to your SUPPLIERASSURANCE account.
2. Select 'Enter invitation code' on the top right side of your Dashboard.
3. Choose the option to 'Enter invitation code'.
4. Enter the invitation code that is in the email request from your customer.
5. Select 'Share' to complete the action.
6. Complete the questionnaire and submit for validation.

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To proactively share your questionnaire without an invitation code:

1. Sign in to your SUPPLIERASSURANCE account.
2. Find the existing completed questionnaire (use filters and search if needed).
3. Select the 'Share' icon on the questionnaire tile.
4. Choose the option to 'Search for a buyer.
5. Search for or find the customer who made the request or who you want to share your questionnaire with.
6. Select 'Request' share. (The customer will be alerted to accept your request).