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Register evidence & export

Once your answers are approved, two things are left: turn the good answers into reusable evidence, and get the finished questionnaire back to whoever asked for it.

What "done" looks like​

A questionnaire reaches In Review automatically once every question has an answer, and that's as far as the module moves it on its own. There's no "Submitted" or "Completed" status to set: a questionnaire is done when its answers are approved and you've sent the answered copy back. So "finishing" is really two deliberate steps you take from here.

Register approved answers as evidence​

An approved answer is a small, sourced attestation about your security posture, worth keeping rather than sending once. Registering it adds it to your Evidence Library as an item titled "Questionnaire Answer: name", where it can back up controls.

Approving an answer registers it automatically. The exception is an answer approved over an open check (Approve anyway…): click Register as evidence on it yourself, which needs create permission on the Evidence Library. The review bar then reads Registered as evidence.

An approved answer whose review bar shows the Registered as evidence state
An approved answer after registration: the review bar shows its Registered-as-evidence state. An answer not yet registered shows the Register as evidence button in the same spot.
Registration needs an approved answer

Only approved answers can be registered as evidence; a pending or rejected draft can't be. If you approved over an open check, the answer isn't registered automatically: click Register as evidence.

Bundle evidence into a pack​

To hand a set of answers to an auditor or customer as one artifact, build an Evidence Pack. From the Review Center header, click Create Evidence Pack (it is available once an answer is registered); it opens pre-loaded with the evidence this questionnaire has produced.

The Create Evidence Pack dialog pre-loaded with registered questionnaire evidence items
The Create Evidence Pack dialog, pre-loaded with registered questionnaire evidence: name the pack, pick its type, then reorder or remove items before creating.

Name the pack, pick a type (audit response, certification, assessment, and so on), reorder the items, and create it. There is currently no screen to seal, export, or list packs, and packs are not connected to audits. To give an auditor files, seal the evidence items and attach them to the audit's requests.

Download the answered copy​

The answered copy is what you send back. From a questionnaire's row menu, choose Download Answered Copy (it appears once at least one question is answered). SolveGRC rebuilds the questionnaire with two columns added, Answer and Review Status, filled in from your latest answers. A CSV questionnaire comes back as CSV; everything else, including PDF and Word questionnaires, comes back as Excel (.xlsx).

A questionnaire card's action menu with Download File and Download Answered Copy
A questionnaire's action menu: Download File returns the original upload; Download Answered Copy rebuilds it with Answer and Review Status columns filled in.
What the answered copy contains

The answered copy is rebuilt from the extracted questions, so it contains the question rows and your answers, without decorative rows like section banners or cover-sheet text from the original. Each question shows your most recent answer, approved or not, and its status in Review Status, so check that column before you send. Text held back by an unresolved disclosure check is replaced with a withheld notice.

To get the file exactly as it came in, use Download File in the same menu; it returns the original uploaded document.

Send it back​

There's no built-in "send to requester" on this side of the product; the answered copy is a download. Return it the way the customer expects: reply to their email with the file attached, or upload it to their portal. Answers approved in the past year feed future drafts as examples, so the next time this customer (or another) asks something similar, the AI starts from your approved wording.

Export the whole list​

Separately, the Export button on the Questionnaires hub downloads a CSV of every questionnaire and its progress: name, status, question counts, percent answered, created date. It's a portfolio-level snapshot for reporting, not the answered-copy deliverable.


That's the full lifecycle: from an uploaded file to approved, sourced answers, reusable evidence, and a copy ready to return. Start again at the Overview for the map, or jump to any stage from the sidebar.