Katie

This article will outline the process of approving a customer's request in the Global Risk Exchange. The Exchange gives you the flexibility to approve a customer's request at any time as you comple...

To share the ProcessUnity Exchange report internally, a colleague must be added as a new user to the Exchange to view the report within the platform, or the report must be downloaded and shared man...

After you have added a new user, the user will receive an email from ProcessUnity Exchange (no-reply@notifications.cybergrx.com) with a registration link and instructions to create their own accoun...

Table of Contents What are the key benefits to me on the Third Party side of the Exchange (receiving questionnaire requests)? Will I need to do anything with my current assessment (questionnaire) ...

This article serves as a step-by-step guide on how to add a new company to the exchange. A Customer could use this function to help place a request or a Third-Party could use this function to help ...

This article will guide you through the features of the Company Profile. Whether you're managing your own profile or accessing a third-party's, this guide will walk you through all the key tools av...

This article will go over where to locate the ProcessUnity GRX Legal agreement and the steps you can take to sign the agreement.  Whats the Third Party Profile Agreement (TPPA)? The TPPA contains c...

Table of Contents Submitting Steps Reviewing Assessment steps This article will outline the process of reviewing and submitting the questionnaire. As you complete the questionnaire, you will have...

This article will outline the process of sharing and guide users on where to track the progress of their shares. This article will also address commonly asked questions about sharing. Here is a vid...

In this article we will explore the different sections and features of the Questionnaire Dashboard. As a third-party member, this will be your home base for completing the questionnaire, approving ...