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WELCOME TO CENTRL'S HELP CENTER. HOW CAN WE HELP?


WELCOME TO BLUEVOYANT'S HELP CENTER. HOW CAN WE HELP?


SEARCH




 * GETTING STARTED


 * RESPONDING TO ASSESSMENTS/ISSUES


 * SYSTEM ADMIN



Most Helpful

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MOST HELPFUL

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 * FREQUENTLY ASKED QUESTIONS

 * LOGIN AND PASSWORD RESET

 * ANSWERING A QUESTIONNAIRE

 * ASSIGNING QUESTIONS AND SECTIONS

 * RESPONDING TO AN ANSWERING ASSIGNMENT

 * SUBMITTING ANSWERS FOR A QUESTIONNAIRE

 * EVALUATING A QUESTIONNAIRE


CATEGORIES


QUESTIONNAIRES AND ASSESSMENTS


ISSUES MANAGEMENT


PRIVACY


DOCUMENTS


PRODUCT NEWS AND UPDATES

 * RELEASE NOTES
   
   * May 2021 Pre-Release Notes

 * GENERAL
   
   * Invitations
   * Downloading All Files Attached to an Assessment
   * External Communication for Assessments
   * Assessment Reminder and Past Due Notifications

 * RESPONDING TO ASSESSMENTS/SURVEYS
   
   * Responding to Assessments - Table Of Contents
   * Export an Assessment
   * Answering an Assessment
      * Viewing an Assessment
      * Import Offline Answers in an Assessment
      * Searching for Previous Answers
      * Adding and Clearing Answers
      * Answering a Mandatory Question
   
   * Managing your Documents
      * Uploading Documents to Assessments
      * Viewing and Downloading All Files attached to an Assessment
   
   * Assigning Questions
      * Assigning Questions and Sections
      * Bulk-assigning Questions
      * Responding to Assignments
      * Change the Collaborators
   
   * Question History and Applying Filters
      * Question History
      * Applying Filters
   
   * Reviewing and Submitting Assessments
      * Review Assessment
      * Submitting Answers back to your External Partner

 * EVALUATING ASSESSMENTS
   
   * Bulk Evaluation
      * Expand Layout View in Bulk

 * GENERAL
   
   * Issues Management Overview
   * Issue Statuses
   * Viewing Issue History

 * RESPONDING TO ISSUES
   
   * Quick Start Guide - Responding to Issues
   * Viewing a Received Issue
      * Navigating to Issues
      * Viewing Issues
      * Updating the Status for a Received Issue
      * Communicating with your External Partners
      * Downloading Reference Documents for an Issue
   
   * Internal Collaboration within an Issue
      * Adding an Existing User as Internal Collaborator
      * Add New Collaborators "On-the-Fly"
      * Add an Internal Collaborator using Internal Comments
      * Removing an Internal Collaborator
   
   * Creating and Publishing Management Updates
      * Creating Management Updates
      * Editing a Management Update
      * Deleting a Management Update
      * Publishing Management Updates

 * DATA INVENTORY
   
   * Managing Processing Activities
     
   * Data Inventory Surveys
     

 * DATA SUBJECT REQUEST MANAGEMENT (DSRM)
   
   * General
      * Individual Rights Management Overview

 * CREATING AND PUBLISHING DOCUMENT FOLDERS
   
   * Documents Overview - Client Connect
   * Approving and Publishing a Document Folder
   * Bulk Publishing Folders
   * Publishing Documents as Read-only

 * VIEWING AND DOWNLOADING DOCUMENT FOLDERS
   
   * Documents Overview - Partner Connect
   * Viewing a Received Document

 * MANAGING DOCUMENT FOLDERS
   
   * Folder Overview Page
   * Adding or Removing Files from an Existing Document Folder
   * Uploading Files for a New Period of a Recurring Folder
   * Viewing Recipients of a Document Folder
   * Revoking Document Folder access to a Recipient
   * Comments and Messaging

 * FILE LIBRARY
   
   * File Library Overview
   * Updating A File
   * Adding Files To The File Library
   * Uploading Large Files to the File Library
   * Deleting Files From The File Library
   * Applying and Removing File Tags

 * DOCUMENT REQUESTS
   
   * Requesting a Document
   * Responding To Document Requests

 * RELEASE NOTES
   
   * February 2023 Release Notes
   * 2022
      * December 2022 Release Notes
      * October 2022 Release Notes
      * July 2022 Release Notes
      * May 2022 Release Notes
      * February 2022 Release Notes
   
   * 2021
      * December 2021 - Release Notes
      * October 2021 - Release Notes
      * July 2021 - Release Notes
      * May 2021 - Release Notes
      * February 2021 - Release Notes
   
   * 2020
      * December 2020 - Release Notes
      * September 2020 - Release Notes
      * August 2020 - Release Notes
      * June 2020 - Release Notes
      * April 2020 - Release Notes
   
   * 2019
      * December 2019 - Release Notes
      * October 2019 - Release Notes
      * August 2019 - Release Notes
      * July 2019 - Release Notes
      * May 2019 - Release Notes
   
   * 2018
      * December 2018 - Release Notes
      * October 2018 - Release Notes
      * September 2018 - Release Notes
      * July 2018 - Release Notes
      * May 2018 - Release Notes
   
   * 2017
      * December 2017 - Release Notes
      * October 2017 - Release Notes
      * September 2017 - Release Notes
      * July 2017 - Release Notes
      * June 2017 - Release Notes
   
   * 2016
      * November 2016 - Release Notes

 * RELEASE CALENDAR
   
   * Release Calendar 2023
   * Release Calendar 2022
   * Release Calendar 2021
   * Release Calendar 2020
   * Release Calendar 2019

 * OUTAGE HISTORY
   
   * CENTRL Outages

 * GUEST
   
   * Frequently Asked Questions (Guest)

 * SECURITY
   
   * Logging into CENTRL
   * Account Lockout Policy
   * Password Reset
   * Changing Password in the App
   * Password Policy
   * Weak Passwords

 * CENTRL NETWORK BASICS
   
   * Corporate Email Configuration
   * Corporate Network Configuration for CENTRL

 * MANAGING YOUR COMPANY
   
   * Partner Space
   * Company Logos and Vetting

 * GENERAL
   
   * Viewing Open Tickets
   * What is CENTRL?
   * Selecting The Appropriate Module: Client Connect vs Partner Connect
   * What are the pricing plans offered?
   * Viewing and Updating My Profile
   * Managing your Time Zone Preference

 * QUICK START GUIDES
   
   * QSG: Responding to Assessments
   * QSG: Responding to Issues

 * MANAGING INTERNAL USERS
   
   * Deactivating an Internal User
   * System Administrator Access
   * Managing System Administrator User Access
   * Downloading Internal Users' Report

 * USER GROUPS
   
   * Introduction to User Groups
   * Creating a New User Group
   * Managing User Groups
   * Adding Users to a Group
   * Editing Group Properties
   * Removing a User from a Group

 * MANAGING ROLES
   
   * Roles and Permissions
   * Exporting Detailed Roles Report

 * MANAGING BUSINESS UNITS
   
   * Adding a Business Unit
   * Editing Business Unit Details
   * Setting a Business Unit contact as Primary
   * Attaching Files to a Business Unit
   * Updating the Status of a Business Unit
   * Deactivating a Business Unit

 * MANAGING EXTERNAL PARTNERS
   
   * Adding an External Partner or Client
   * Editing Partner Details
   * Bulk Importing Partner, Products, Contacts
   * Bulk-importing External Partners
   * Viewing Import Logs
   * Searching and Filtering Partners

 * MANAGING VENDORS
   
   * Adding a Vendor
   * Managing Vendors
   * Setting a Vendor contact as Primary
   * Viewing your Vendors' Data
   * Viewing your Vendors' Risk
   * Vendor Overview

 * CONFIGURING YOUR ORGANIZATION
   
   * Setting Up Your Organization Structure
   * Invite CENTRL Support Into Your Organization
   * Adding Products

 * QUICK START GUIDES
   
   * Quick Start Guide - Responding to Assessments

 * FIS QUICK START GUIDES
   
   * Quick Start Guide - Privacy360

 * QUICK START GUIDES
   
   * CENTRL Quick Start Guide - Vendor360: Managing the Vendor & Assessment
     Processes
   * CENTRL Quick Start Guide - Responding to Inherent Risk Assessments

 * UPHOLD QUICK START GUIDES
   
   * Quick Start Guide - Privacy360

 * QUICK START GUIDES
   
   * Quick Start Guide - Responding to Assessments
   * Quick Start Guide - Responding To Issues

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