Step 1: Review Your Knowledge Base
Login to ProcessBolt.
If you don’t have a login, start a 14-Day Trial or Contact Us.
If you have previously responded to a client assessment through ProcessBolt or uploaded previous questionnaires, you will see a listing of the number of questions in your profile. (i.e. Knowledge Base items: 577).
Click on the Manage knowledge base blue button to see the questions/answers in your profile.
Please note: If you’d like to upload past security questionnaires to the Knowledge Base, send them to us at hello@processbolt.com and we will upload them for you.
Step 2: Install ProcessBolt AirLink
Download and install our AirLink Chrome Plug-In and/or Microsoft Extension. AirLink allows you to connect your client questionnaire to the Knowledge Base.
Here are short videos of how to complete the install for Chrome and Microsoft or download ProcessBolt AirLink Chrome Add-In Instructions or ProcessBolt AirLink Excel and Word Add In Instructions:
Chrome Install
Excel Install
MS Word Install
Step 3: Start a Questionnaire
Open Excel, Word or Chrome and login to AirLink with your ProcessBolt credentials. The ProcessBolt ID is listed under “Organization Settings” in the left navigation of the portal.
Open a new questionnaire and you will connect into the Knowledge Base via AirLink. Watch the video to the right for a sample of how to do that with Chrome.
Step 4: Complete the Questionnaire
Begin saving time by leveraging the answers in your profile for new assessments. To see a full demo, view our recent webinar to the right.
