QUESTIONNAIRE REVIEW

Review each question and requirement with the source material in view.

Docusense turns an incoming questionnaire into work a reviewer can inspect and answer. It brings useful earlier material and policy findings into view while the reviewer chooses the final wording.

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WORKFLOW

The review in six steps.

Keep the source, supporting material, policy findings, and saved decisions together from start to finish.

  1. 01

    Upload the questionnaire

    Start with a PDF, Word, Excel, or PowerPoint file. Docusense keeps the source available throughout the review.

  2. 02

    Create reviewable items

    Questions and standalone requirements are separated into an ordered workspace.

  3. 03

    Find relevant material

    Docusense can suggest reusable answers and earlier questionnaire responses, along with their sources.

  4. 04

    Check the policies

    Docusense compares each item with the organization and customer policies selected for the review.

  5. 05

    Review and save

    A reviewer checks the sources, edits the answer, considers policy findings, and saves the decision.

  6. 06

    Create the response

    Select the reviewed items to include and generate a PDF response.

ANSWER SUGGESTIONS

Start from answers your team has already given.

Each suggestion keeps its available source details in view so the reviewer can check and edit it.

Reusable answers

Maintain question-and-answer entries for your team and keep the source attached where available.

Earlier questionnaires

Reuse answers from the same customer, or include other customer records in the same tenant when that option is enabled.

POLICY CHECKS

Check each item against your policies.

Run checks against the organization and customer policies selected for the questionnaire.

Choose the policies

Select the organization and customer policies that apply to the review.

See the finding

A finding identifies the relevant policy and explains the possible conflict.

Record the decision

The reviewer decides what to save. Docusense records the latest reviewer and review time.

IN THE REVIEW WORKSPACE

Edit answers and record requirement decisions.

These interactive examples use synthetic data and follow the same component structure as Docusense.

3
QualityOpen Answered

What is your specification for Free Fatty Acid (FFA) content in refined sunflower oil?

Requirement: Maximum 0.1% FFA

Answer

3 minutes ago

Demo answer: the specification sets a maximum FFA of 0.05%.

Open a saved answer and edit the wording.
3
QualityOpen Answered

What is your specification for Free Fatty Acid (FFA) content in refined sunflower oil?

Requirement: Maximum 0.1% FFA

Revise the answer before saving it.
11
PackagingCommented

Bulk containers must use food-contact-approved materials and tamper-evident seals.

Commented a couple of seconds ago

Comment: Confirm which seal specification applies to returnable containers.

Confirm a requirement, mark it not confirmed, or add a comment.

RESPONSE

Create and download a PDF response.

Select reviewed questions and requirements, create the PDF, and download it when you are ready.

Review a questionnaire in Docusense.

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