Need to complete a questionnaire and bypass your SLA? HyperComply’s self-import feature lets you upload and import a questionnaire instantly so our AI can start filling it in right away.
Prerequisites
Please note that not all packages include self-import so if you do not see the option to utilize self-import then you should contact your CSM to discuss enablement options.
Step-by-step instructions to self-import .xlsx files
Step 1: Start a new questionnaire
From the Questionnaires page in the app, click the + New questionnaire button.
Select “Self-import file questionnaire” from the dropdown.
Step 2: Select your file and add questionnaire details
Add your desired file and select "Next". Currently, HyperComply only accepts .xlsx and .docx files.
Fill out the standard questionnaire information including the Name, Customer, Owner, Segments, etc. and select 'Submit'
Step 3.1: If you uploaded an .xlsx file
Use your cursor to drag and to select Question and Answer pairs directly from the spreadsheet view (you can use Shift + click as a shortcut).
Your Q&A pairs selection will appear in the right-hand panel.
Click “Add selection” (or press the
Ckey) to confirm the selection. It will move into the “Ready For Import” section.If your file has multiple sheets/tabs:
Click on the bottom-left tabs to switch sheets.
Repeat the selection process.
Rearrange your selection order by dragging them up and down in the right-hand panel.
Step 3.2: If you uploaded a .docx file (Word):
You will be redirected to the document preview where your cursor will change to the Q cursor. This indicates that you need to select a question from the file.
You can edit question text in the question field after making a selection
After making your Q selection, your cursor will change to A. This indicates that you need to select an answer placement from the file.
This is where the answer will be inputted once the questionnaire is exported.
You can add multiple answer placements if needed.
Click on “Add question” or use the c key as a shortcut to add your Q&A selection
Continue doing so until you've selected all the questions and answer placements.
On the right side panel, clicking on the Q or A icons can take you back to those selections if you need to make edits.
Step 4: Preview and autofill
Once you've finished selecting your questions and answers:
Click “Preview questionnaire” in the bottom-right corner to review how it will appear in HyperComply.
If everything looks correct, click “Yes, start autofill”, then confirm with “Yes, continue.”
HyperComply will begin autofilling your questionnaire using your Knowledge Base. This may take anywhere from a few seconds to a few minutes, depending on the length of the document.
⏳ You don’t need to stay on the page — the autofill will continue running in the background.
Once complete, you’ll be taken to the imported questionnaire to review and approve answers, just follow the standard questionnaire review process.