Help Center / How do I…? recipes
How do I…? — recipe index
Jump straight to the steps for a common task. Each links to the full detail page.
Vendors
| I want to… | Where |
|---|---|
| Add a single vendor | Vendors → Adding a vendor |
| Import many vendors from a spreadsheet | Vendors → Bulk import |
| Back up / export my data | Vendors → Exporting |
| Understand why a vendor is "Critical" | Vendors → How tiering works |
| Delete a vendor | Vendors → Deleting |
Questionnaires & the portal
| I want to… | Where |
|---|---|
| Send a security questionnaire to a vendor | Vendor portal → Sending it |
| Deliver the link when I'm offline | Notifications → Delivering links yourself |
| Send a reminder now | Vendor portal → Reminder cadence |
| Import a vendor's answers | Vendor portal → Importing the response |
| Fix an expired/invalid link | Troubleshooting → Portal link |
Scanning & findings
| I want to… | Where |
|---|---|
| Run a live posture scan | Posture scan → Running a live scan |
| Explore findings without a backend | Posture scan → Simulated scan |
| Dispute / accept / mark a finding remediated | Posture scan → Working with findings |
| Set a monitoring cadence | Posture scan → Continuous monitoring |
BAAs & evidence
| I want to… | Where |
|---|---|
| Track a BAA's status and dates | BAA tracking → The BAA record |
| Check the §164.504(e) required clauses | BAA tracking → Clause gap-check |
| Track subcontractor flow-down | BAA tracking → Subcontractor flow-down |
| See which BAAs need attention | BAA tracking → Renewal calendar |
| Export the BAA inventory for an auditor | BAA tracking → BAA inventory |
| Attach a SOC 2 / ISO / pen-test report | Attachments → Attaching a document |
| See framework coverage | Framework coverage |
Account, scoring & settings
| I want to… | Where |
|---|---|
| Understand my score | Risk scoring |
| Record a risk decision (accept/mitigate) | Risk scoring → Risk decisions |
| Sync across devices | Cloud → Signing in |
| Set up the AI assistant | Settings & AI → Configuring it |
| Publish evidence to the shared graph | Cloud → Publishing evidence |