How to create a new questionnaire ?

To create a new questionnaire, go to the "Questionnaire" section. Here are the different situations you might encounter:

• Filling Within a Document:

  If you have a document to fill, regardless of the format:

  • Upload it directly in the "Document" tab.

  • Choose the data source, and let the tool automatically populate the necessary fields.

• Web Portal:

  If your questionnaire is on a web portal such as Google Forms, MS Forms, EcoVadis or SurveyMonkey, click on the "Web Portal" tab:

  • Use the browser extension to identify and answer questions automatically.

  If the web portal is not integrated with the browser extension :

  • Share the URL of the portal :

  • Copy and paste the encrypted email address provided to send your username and password, granting the platform access to fill out your webform

• Templates

Universal templates allow you to efficiently address various regulatory and organizational standards, ensuring compliance and thoroughness in your reporting processes. Wequity offers a variety of template:

• Anti-Money Laundering (AML): Template questions for AML due diligence.

• B-Corp: For certifying socially responsible corporations.

• CSRD - Demo: A curated selection of 50 questions from the CSRD gap analysis.

• CSRD Survey: All 1,100+ required questions for CSRD reporting.

• Double Materiality (CSRD): Assess sustainability impacts and risks to align with CSRD.

• EcoVadis (Large): EcoVadis Sustainability Assessment for large companies.

• EcoVadis (Small): EcoVadis corporate sustainability assessment template for small companies.

• GDPR Self-Assessment: A survey to ensure compliance with the GDPR.

• Green Claims Scan (EU): Helps organizations verify their environmental claims, ensuring they meet EU regulations.

• Know Your Customer (KYC): A template KYC survey detailing all the basic KYC checks to respond to.

• Request For Information (RFI): Collect written information about the capabilities of suppliers.

• Request For Proposal (RFP): Template survey to respond to RFP requests.

• Security: A survey for assessing your cyber security practices.

• SFDR: ESG disclosure obligations for financial markets participants.

• UNGC: The UN Global Compact's CoP questionnaire covers governance, human rights, labor, environment, and anti-corruption, aiming for transparency without scoring.

• Vendor Risk Assessment: Template risk assessment for digital products.

• Instant (< 1H) Service:

  • Choose this rapid solution to quickly process your questionnaire with our automated system.

  • Self-verify for accuracy.

• White-Glove (> 72H) Service:

  • Opt for this longer, but more accurate solution, where a Wequity expert will review and pre-fill your questionnaire.

  • Ensures enhanced accuracy.

You will receive an email notification once your questionnaire has been pre-filled, keeping you informed and allowing you to review the completed document promptly.

You can keep questionnaires in "draft" mode, allowing you to save your progress and complete them later.