Answer

An invitation code allows you to either start a new questionnaire requested by your customer or share an existing completed questionnaire with them instantly. You should always check if you already have an existing questionnaire on your account to meet the request of your customer.

Background

Invitation codes streamline the sharing process. They directly link your questionnaire response (new or existing) to your customer's request, granting them access immediately.

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.