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Doc-Based AI Questionnaire Completion

Our Doc-Based AI Questionnaire Completion feature automatically analyzes your uploaded documents (like SOC 2, ISO 27001, SIG, and more) and Generate answers for you.

This means less manual work, faster completion times, and more accurate, consistent responses.


Why use this feature

  • Save time: Let AI handle the heavy lifting by pre-filling answers based on your uploaded documents.

  • Reduce manual effort: No more searching through lengthy PDFs for the right sentence or control.

  • Improve accuracy: AI ensures consistent, high-quality answers every time.

  • Work smarter: Focus on reviewing and validating, not on repetitive data entry.


How it works

  1. Send an external or internal questionnaire through Panorays
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    Start by sending a questionnaire to a supplier or completing one internally within Panorays.

  2. Upload your documents
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    When you begin completing the questionnaire, select AI-Powered Mode, then upload your compliance or security documents (e.g., SOC 2, ISO 27001, SIG, CAIQ) to your profile or directly into the questionnaire.

  3. AI gets to work
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    Panorays’ AI scans your uploaded documents, identifies relevant content, and matches it to the questionnaire questions.

  4. Review and finalize
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    Verify all answers, make any final edits, and submit your completed questionnaire.


Best practices

  • Upload complete, text-searchable PDFs for the best AI results.

  • Keep your documents up to date to improve accuracy.

  • Always review AI-suggested answers before submission.


FAQs

Which document types are supported?ALL documents are supported, for best results, upload Soc2. ISO 27001, NIST, or your privacy policy.

Can I edit the AI-generated answers?Yes! You can fully review and adjust every AI suggestion before submission.

Is my data secure?Absolutely. All document processing is done securely and in compliance with strict privacy and data protection standards.

Why did AI answer 0 questions after I uploaded my documents?

This means the AI did not find a strong enough match between your uploaded documents and the questionnaire questions. When no document match is found, questions remain blank — they are not automatically answered.

What to do:

  • Scroll through the questionnaire to see which questions are unanswered — they will appear blank.

  • Complete any unanswered questions manually.

  • For better results next time, upload more comprehensive documents such as SOC 2 reports, ISO 27001 certificates, or NIST frameworks.

  • Make sure your documents are text-searchable (not scanned images).

How do I know if the AI is in "AI-Powered Mode"?

When starting the questionnaire, look for the AI-Powered Mode button or toggle. If you completed the questionnaire without selecting this mode first, the AI will not have been activated — you can re-enter the questionnaire and enable it.

📌We prioritize matches by match score and consider the benchmarks of accuracy.

We prioritize sources in the following way:

  1. Matches from previous questionnaires in Panorays

  2. Matches from AI Doc- inspection (Documents that were uploaded to the AI flow)

  3. Matches from AI Answer Advisor (publicly available data)

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