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Import Word Docs & PDFs

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Time to complete: 4–6 minutes
Prerequisites: A questionnaire file in .docx (preferred) or .pdf

Overview

Upload a Word (or PDF) questionnaire to let Conveyor automatically detect question blocks and draft answers. There’s no mapping step for Word/PDF imports — Conveyor handles structure detection for you.

Adding a Word/PDF Questionnaire

Step 1 — Add Questionnaire

Go to Security Questionnaires → Workspace and click Add Questionnaire.

The “Add Questionnaire” button in Conveyor.

Clicking "Add Questionnaire" starts the process of adding a questionnaire.

Step 2 — Fill out the form

Begin filling out the fields in the form that is presented. See the description of the form fields for more information. We'll discuss the file uploading portion of the form below.

The “Add Questionnaire” modal showing all fields.

Step 3 — Upload the file

In the Format section, choose File and upload your .docx (preferred) or .pdf.
Conveyor will analyze the document and detect question blocks automatically — no tab selection or mapping required.

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PDF Files

PDFs cannot be exported back to PDF, due to the inconsistent nature of PDFs. PDF uploads are exported as a Word document, with the questions and answers in a table.

⚠️ If you want to try to preserve the original format of the PDF, one workaround is opening the PDF in Google Docs and exporting it as a Word document, then uploading that Word document to Conveyor. You can then convert the export back to PDF and send back to the customer.

Document upload with automatic question detection

File uploaded; Conveyor scans and detects question blocks automatically.

“Overview” Tab (after import)

After clicking "Import", you’ll land on the Overview tab while Conveyor processing the document.
You’ll see a summary of answers as they flow in and you'll see a copy of the original document in the preview pane. It's important to note, unlike spreadsheets, answers do not populate on this document preview.

Overview shows answered counts and status.

Overview summarizes how many questions were answered and their status.

Filter Answer View

  • Click a status (e.g., Ready to Approve, Flagged, Unanswered) to open the Answers view filtered to those items.

Receiving A Notification

Once you upload the spreadsheet / document ConveyorAI immediately starts working on it. You can leave the screen, and you'll be notified via email or Slack/Teams when it's done being processed.


What’s next

Need help? If you are feeling stuck contact [email protected].

Updated 1 day ago