Skip to main content

Pilot | Tprm Intro

Imported from Paligo (pilot)

Hyperproof TPRM
Catalog
Contracts
Dashboards and widgets
Documents
Email tracking
Forms
Integrations for Hyperproof TPRM
Projects
Questionnaires
Risk register
Tables
Workflows
Adding a vendor to a catalog
Catalog - Archiving and unarchiving a vendor
Catalog configuration
Configuring a catalog
Catalog - Analyzing contract compliance from vendor details
Creating a new catalog type
Catalog - Analyzing document compliance from vendor details
Catalog - Manage vendor contracts
Catalog - Manage vendor documents
Catalog - Vendor details
Catalog - Edit vendor relationships
Add a contract type
Configuring a contract type
Contracts - Managing custom compliance types
Dashboard - Adding an action card
Dashboard - Adding a table
Dashboard - Adding a widget
Adding a new dashboard
Dashboard builder
Publishing a dashboard
Adding a new widget
Widget builder
Widget chart types
Widget data sets and merge
Widget data configuration
Embedding a widget
Widget real-time filter
Adding a document type
Configuring a document type
Using email tracking
Email tracking - Vendor window
Configuring a form
Creating a form
Integration for Google Active Directory
Integration for Microsoft Azure SSO
Integration for Okta Active Directory
Integration for Okta SSO
Integration for SCIM User Provisioning
Adding a project type
Copying a project type
Deleting a project type
Understanding the project window
Risk AI questionnaires
Configuring a questionnaire
Creating a general questionnaire
Risk AI questionnaires and vendor collaboration
Risk register - Adding risks
Risk register - Status updates
Risk register - Viewing and managing risks as a vendor
Risk register - Viewing risks
Configuring permissions for tables
Creating a table
Configuring workflow components
Creating a workflow
Saving and publishing a workflow
Validating a workflow
Catalog category configuration
Configuring catalog filters
Catalog field types
Managing catalog pages and sections
Catalog permission configuration
View catalog configuration history
Widget customization - Area chart
Widget customization - Bar chart
Widget customization - Data card chart
Widget customization - Line chart
Widget customization - Pie and doughnut charts
Widget customization - Radar chart
Widget customization - Table chart
Widget filters
Form conditional question types
Form conditions
Form question types
Creating a Risk AI questionnaire
Import questions into a Risk AI questionnaire
Importing a Risk AI questionnaire
Add questions manually to a Risk AI questionnaire
Questionnaire conditional question types
Questionnaire question types
Copying a questionnaire
Generate a questionnaire with AI
Importing a general questionnaire
Adding a Risk AI questionnaire to a workflow
Risk AI - Reviewing and rerunning automated analysis of vendor responses
Starting a project with a Risk AI questionnaire
Risk AI questionnaire - vendor response and analysis
Table row and column permissions
Adding custom columns to tables
Adding table rows
Auto-populate rules for table columns
Configuring a child table
Data types for table columns
Configuring an action button column in a table
Configuring table columns
Configuring lookups for tables
Adding table summary fields
Using formulas in auto-populate rules
Workflows - Approval component
Workflow components
Setting up conditions and rules for workflows
Connecting workflow components
Workflows - Document AI component
Workflows - Document collaboration component
Workflows - Document signing component
Workflows - Email component
Workflows - Finish component
Workflows - Form component
Workflows - Instruction component
Workflows - Project table component
Widget customization