Getting Started Guides

This guide walks you through the first steps in Procurize, a platform designed to streamline how your organization handles security questionnaires, trust pages, and compliance documentation. It covers workspace setup, user management, and essential configurations to help teams onboard quickly and efficiently.

This guide introduces the Projects feature in Procurize, helping users organize and manage their security questionnaire efforts more effectively. It explains how to create new projects, assign collaborators, and track progress—enabling seamless coordination across security, compliance, and sales teams.

The Procurize Knowledge Base is a centralized repository for storing reusable answers to security questionnaires and compliance requests. This guide explains how it works, how to populate it, and how it helps teams answer faster, stay consistent, and reduce manual effort across multiple questionnaires and vendors.

Instructions for importing documents into the knowledge base, including file upload, formatting options, supported formats, and category assignment.

Explanation of document categories, including how they organize documents, appear in the Compliance section, and support AI-powered workflows.

Instructions for improving document formatting using AI, including when and how to apply automatic formatting for better analysis results.

Explanation of AI Document Analysis, including how it identifies inconsistencies within documents and across public knowledge base content.

Step-by-step instructions for using AI Document Analysis to identify and resolve document inconsistencies and conflicts.

Instructions for editing document content and attributes, managing revisions, and updating AI analysis results in the knowledge base.

Explanation of document revisions, including revision history, change tracking, and the connection between revisions and AI-powered analysis results.

Explanation of FAQ collections in the knowledge base, including structure, metadata, Q-A-Comment entries, and creation options.

Use Ask AI to generate answers from your knowledge base documents and FAQ collections, with confidence scoring and project-based filtering.

Instructions for using the knowledge base to automatically complete questionnaires, including enabling documents and running AI autofill.

Overview of dashboard and questionnaire views for tracking questionnaire status, progress, and completion.

This guide walks you through the full process of responding to a security questionnaire using Procurize. It covers how to upload questionnaires, leverage the Knowledge Base for autofill, assign questions to collaborators, review answers, and export the final document—streamlining vendor risk assessments and saving valuable time for security and compliance teams.

This guide explains how to import security questionnaires into Procurize, map questions correctly, and complete them using smart suggestions from your Knowledge Base. It also covers assigning collaborators, reviewing answers, and exporting finalized responses—making your vendor assessment process faster and more consistent.

AI Autofill is a powerful feature in Procurize that automatically generates answers to security questionnaire questions using your organization's Knowledge Base and language intelligence. This page explains how it works, what types of input it supports, and how it helps teams reduce response time, minimize errors, and stay consistent across assessments.

This guide shows how to use the AI Autofill feature in Procurize to respond to security questionnaires faster and more accurately. It explains how AI leverages your Knowledge Base to generate context-aware answers, how to review and refine those answers, and how this feature helps teams reduce manual work while maintaining consistency and compliance.

AI Enhance helps you quickly improve the clarity, tone, and structure of questionnaire responses—saving time and ensuring your answers are polished and professional.

Discover how Procurize’s in‑questionnaire communication tools keep your team aligned and efficient. This page guides you on leaving targeted comments, tagging colleagues, tracking discussions, and resolving queries—all within the questionnaire interface to reduce delays and ensure clear collaboration.

Instructions for collaborating on security questionnaires, including assigning contributors and reviewers, commenting, and notifications.

Instructions for exporting completed questionnaires to the Knowledge Base as FAQ collections for reuse by AI.

This documentation explains how to use the Procurize SonarQube Reports REST API and webhooks to programmatically retrieve security report metadata, download full report archives, and receive real-time notifications when new SonarQube reports are ingested into the platform.

Reference documentation describing how Procurize AI stores, organizes, and exposes SonarQube security reports such as OWASP Top 10 and CWE Top 25, including metadata, dashboard representation, historical access, export options, and API-based ingestion.

Learn how to configure security reports in Procurize AI, including project groups, SonarQube project settings, product names, and report file naming for dashboard display and integrations.

This documentation explains how to use the Procurize SonarQube Reports REST API to programmatically retrieve security report metadata, and download full report archives.

Learn how SonarQube webhooks work in Procurize AI, including setup, payload structure, security validation, and retry behavior.

Explore Procurize’s user management capabilities with this step-by-step guide. Learn how to invite new users, assign appropriate roles, configure access levels, and ensure your team has the right permissions to collaborate securely.

This guide explains how Procurize automatically assigns read-only access to users based on email domain matches. It details how admins are notified and how to manage user roles and permissions to ensure appropriate access levels.

This guide provides an overview of user roles and permissions in Procurize, detailing the access levels for each role—from Auditor to Maintainer. It covers permissions related to questionnaires, knowledge base items, and user management, helping administrators effectively control access within the platform.

This guide explains how administrators can update user roles in Procurize. It covers navigating to the People page, selecting the user, editing their role and expiration date, and saving the changes to ensure accurate access control.

This guide provides administrators with clear instructions on how to remove a user from the Procurize platform. It covers navigating to the People page, selecting the user, and revoking their access to maintain secure and up-to-date team access.

This guide details the two main types of notifications in Procurize—Activity and Task notifications. It explains how each type helps you stay updated on important events and tasks within your security and compliance workflows.