Getting Started in Procurize
Learn how to set yourself up for success in the Procurize Questionnaire platform. Discover key features, configure your workspace, and prepare your team to streamline and accelerate security questionnaire responses with confidence.
Once you’ve gained access to the Procurize Questionnaire platform, take a moment to configure your workspace and make sure you have everything in place to respond efficiently and effectively to security questionnaires.
Follow these steps to set up your organization for success and streamline your security questionnaire workflows:
Set Up Organization Attributes
Begin by defining your organization’s core details—such as company name, domains, and basic profile information. This helps ensure correct user auto-provisioning and better alignment across your workspace.
Set Up Projects (Workspaces)
Create dedicated projects to organize questionnaires by department, client, or purpose. Each project acts as a secure workspace where team members can collaborate and track progress.
Add Policies to the Knowledge Base
Upload your company’s security and compliance documents—like SOC 2 reports, ISO certifications, or internal policies—into the knowledge base. These documents will power AI Autofill and help automate your responses.
Invite Organization Members
Add team members such as sales, security, compliance, or legal staff. Assign appropriate permissions so each user can contribute, review, or manage questionnaires based on their role.
Import Security Questionnaires and Assign Owners
Start your workflow by importing received Excel questionnaires. Assign them to responsible individuals or teams. Use AI Autofill to suggest answers, then review and finalize before exporting the completed file.
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