Send a vendor a due-diligence questionnaire by secure link

Steps

1. 1

   Find the vendor in the register

   In Data Protection, select Vendor risk and find the vendor in the register. The Actions column stays in view at the right edge of the table, however wide the table is. It holds View and, for an active vendor, Send questionnaire.

2. 2

   Select Send questionnaire

   Select Send questionnaire. The form explains that the vendor answers through a secure link and needs no account. The contact's e-mail address and name are filled in from the vendor's profile.

   • Select Send questionnaire
3. 3

   Choose the questionnaire

   Open the Questionnaire list. It shows every published questionnaire: the six from the library and any of your own, marked custom. Choose UAE PDPL processor due diligence. The vendor keeps the version you send, even if the questionnaire is updated later.

   • Select Choose a published questionnaire
   • Choose UAE PDPL processor due diligence · v1
4. 4

   Check the contact

   Check Contact email and Contact name. Change them here if a different person should answer this time. The profile is not changed.

5. 5

   Set the due date

   Due date starts two weeks ahead. Set the date by which you need the answers, here three weeks from today. Reminders go out automatically before that date.

   • Type Due date: 2026-11-03
6. 6

   Add a short message for the vendor

   Under Message to the vendor, say why you are asking and what to attach. The message appears at the top of the questionnaire. It is optional.

   • Type Message to the vendor (optional): As part of our yearly supplier review, please complete this questionna…
7. 7

   Clear the e-mail box to share the link yourself

   Email the link to the contact is ticked to begin with, and ComplianceOS then e-mails the link for you. Clear the box when you prefer to pass the link on yourself, as in this lesson.

   • Select Email the link to the contact

   

8. 8

   Select Send and copy the link

   Select Send. The secure link is shown in full only now. Select Copy link, the button beside it, and pass the link to your contact. Anyone holding the link can answer for the vendor, so treat it like a password.

   • Select Send
   • Select Copy link
9. 9

   Select Done and check the register

   Select Done. The vendor's row now shows Sent with the questionnaire's name, and the With vendor counter shows one until the answers come back.

   • Select Done
10. 10

    Open the vendor's Assessment history

    Select the vendor's name. Assessment history lists every questionnaire sent to this vendor, newest first, with its status, due date and how many questions are answered. Link live means the secure link still works.

11. 11

    Open the assessment

    Select View on the questionnaire. The box at the top always says what happens next. For now it reads Waiting for the vendor to open the questionnaire.

    • Select View
12. 12

    Copy the link again when you need it

    Select Copy link. A window shows the secure link again, with the same copy button. Select Done to close it.

    • Select Copy link
    • Select Copy link
    • Select Done
13. 13

    Know the three ways to stop a link

    Issue a new link replaces the link and keeps the answers already saved. Withdraw link stops the link without replacing it. Cancel assessment closes the questionnaire for good, without a tier. Do not select them now.

14. 14

    Read the Timeline

    The Timeline records who the questionnaire was sent to, the due date, when it was sent, when the vendor first opened it, when answers were last saved, how many reminders went out and when the link expires. In the next lesson you follow the vendor through the questionnaire.