Questionnaires can come in many different formats, including some that are unfamiliar or unconventional. As a result, when importing your questions, there may be instances where certain questions or sections are missed or reordered. This guide will walk you through the steps to adjust and organise these effectively.

Adjusting Questions & Sections

If Vera has extracted most or all of the questions from your file but you need to make changes, you can adjust them directly in the platform.

Adding a question

You can add a question either to a section, or independently.

1. To add to a section, click the three-dot icon next to the section title and select Add Question.
2. To add independently, click the + icon on the upper right hand side.

When adding a question, you can choose whether Vera should generate the response or whether you want to provide the answer manually. To input the response yourself, toggle Answer using AI off under Advanced Options.

Ways to Add Questions

There are three ways to add new questions:

• AI-assisted: Let Vera help extract questions, descriptions, and even sections from plain text.
• Single question: Add one question at a time.
• Bulk upload: Add multiple questions in one go using a comma-separated list.

Edit or delete a question

You can edit a question, it's section and it's description from the question's Edit menu by left clicking on the question in the question column, or delete a question by clicking on Delete.

Reorder Questions & Sections

To reorder questions, click the three-dot icon next to the Questions heading, and click Reorder.

Edit or delete a section

To edit a section, click the three-dot icon next to the section title and select the option to Edit section. To remove the section entirely, select the option to Delete section.

Note that this will also delete all questions within the section.

No questions have been extracted

Occasionally, you may encounter an error indicating that we encountered difficulties extracting the questions. If this happens, there are a few steps you can take.

Contact support

If you're on our higher plans we will look into the extraction errror, just get in touch with Customer Support at support@getvera.ai for a turnaround in under 24 hours. See plans here.

Use ChatGPT to convert your document to a format we can read

Upload the document you would like to add to the platform and prompt engineer it on ChatGPT or similar to convert your document to the format in this template. You can download it to an Excel format or make a copy to your Google Drive. Then you can upload to the platform the edited template.

We're actively improving our question extractor to get it right on the first try and allow you to prompt it as well, but with so many formats out there, we may not be able to catch them all!

Use the Vera Assistant

You can always ask the questions to your compliance assistant one by one via Slack, Teams, or by opening the Vera Assistant from either the platform or the chrome extension.

Upload questionnaire as a .png

Import questionnaires in png form by simply taking a screenshot. A Chrome extension like 'GoFullPage' can be used to capture a full-page screenshot of a web-based questionnaire.

Manually add your questionnaire

If all else fails, you can manually extract the questions to the platform. Select Manual Import and follow the steps outlined in the Adjusting Questions and Sections to manually add, edit and reorder questions or sections.