📊 Dashboard

Platform Dashboard

Documents

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Products

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Templates

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Response templates

Status

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System online

Quick Actions

📁 Document Repository

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📤 Document Upload

Upload compliance documents, policies, and certifications

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Drag & Drop Files Here

or click to browse files

Supports: PDF, DOC, DOCX, XLS, XLSX, TXT, CSV, Images

📋 Document Configuration

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Controls who can access this document based on customer status and agreements
Auto-Extract Titles Automatically extract document titles from filenames
🤖 AI Classification Automatically categorize documents using AI analysis

Compliance Analysis

Ask compliance questions and get AI-powered responses with supporting documentation

Initializing AI Compliance Assistant...
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Select the products or services for context-specific compliance responses
Client tier affects response complexity and available attachments
Hosting context affects compliance frameworks and certifications
AI will automatically classify your request type for optimal responses
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🤖 GPT-4 Enhanced

CSV Questionnaire Automation

Upload CSV questionnaires and get AI-powered responses for compliance automation

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Enhanced Processing Available!

For better performance with large questionnaires (50+ questions), use our Enhanced Job Management System which provides:

  • ✅ Background processing (no timeouts)
  • ✅ Concise, direct answers (1-2 sentences)
  • ✅ Real-time progress tracking
  • ✅ Auto-populated form fields from CSV metadata

📋 Upload Questionnaire

Upload a CSV file following the standard questionnaire format

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Drop CSV file here or click to browse

Supports standard compliance questionnaire format

Required columns: Number, Category, Question, Answer Type, Evidence Required?
Answer types: Yes/No, True/False, Number, String
Metadata fields: Customer Name, Product Name, Deployment Type, ARR Tier, Client Status
ARR Options: prospect_under_50k, prospect_over_50k, arr_under_50k, arr_over_50k, Any Tier

Need the template? 📥 Download Example Template

⚙️ Response Matrix

View compliance response templates and conditional logic

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🔐 Document Usage Level Management

Manage access levels for existing documents in the system

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