Key Workflows
- Deleting a Reference Document from Your Knowledge Base
- Respond - AutoFill - Exact Match vs Generated by AI Response Types Explained
- How to View your Assessment Request History?
- How to View your Current Audit Library Document Requests?
- How to View your RFI Request History
- How to Setup Segmentation
- How to Add a Document / SOP and Make Searchable in Knowledge Base?
- How to Edit a Previous Knowledge Base Answer?
- Searching Knowledge Base for Questionnaire Question Match
- Accepting a Sponsor RFI Questionnaire Request
- Responding to all Flagged Questions and Sponsor Comments in a Questionnaire
- Commenting and Tagging in a Questionnaire
- Approving and Submitting a Questionnaire to a Sponsor or CRO
- How to Auto Fill a Questionnaire from Knowledge Base
- How to Self-import a current or past Questionnaire
- Apply Knowledge Segments to Questionnaires
- Apply Knowledge Segment to Documents
- Copy a Link to a Question
- Assign Section or Question to Colleague