Get Started
Information about Deals, Knowledge Base and all things related to automated questionnaires.
Step-By-Step GuideAll the steps you need to follow to setup your account
Getting Started with Vera
Step-by-step guides to help you set up your account, upload your first documents, and start automating RFPs and security questionnaires with Vera. Whether you're new or just need a refresher, everything you need to hit the ground running is here.
Uploading Documents as context for Vera's AIYour knowledge base powers Vera’s ability to answer questionnaires accurately. Here's how to upload new documents to it.
Uploading a Security Questionnaire or RFPFollow these steps to upload a new security (or RFP/DDQ) questionnaire in Vera.
Reviewing AI Answers for a Security Questionnaire or RFPHere’s how each category works and how you can manage the questions.
Go faster with Bulk ActionsVera offers powerful bulk actions to help you speed up the questionnaire process. Here's how to use them effectively.
Saving Answers to Your Knowledge BaseVera automatically saves approved answers to your knowledge base. Here’s how the process works and how to manage past answers.
Exporting a Completed QuestionnaireOnce your questionnaire has been reviewed and approved, you can export it - ready to send to your prospect or customer.
Inviting a User to Your Vera WorkspaceYou can invite teammates to collaborate on questionnaires, manage documents, and review answers.