Overview

Prepare standard evidence package for customer security questionnaires.

Audience

• Admin
• It Security
• Compliance

Product Area

Trust

Prerequisites

• Audit export permissions

Steps

1. Collect control evidence

Gather latest audit exports, trust report, and certification statuses.

1. Validate recency

Verify each artifact has current version and review timestamp.

Expected Result

The Trust workflow completes without unresolved validation errors, and the result is visible to the intended roles.

Security and Audit Notes

• Use the least-privileged role that can complete the task.
• Confirm the resulting change or decision appears in the workspace audit trail when the workflow changes customer data or access.

Limits and Preconditions

• Available controls depend on the tenant plan, enabled modules, jurisdiction, and administrator policy.
• If a named control is not visible, confirm entitlement and role access before treating the behavior as a product failure.

Troubleshooting

• Outdated evidence shared: Use versioned artifact catalog before sending.

Related Articles

• Export Audit Logs
• Procurement Due Diligence Checklist

Escalation

If the documented result cannot be reached after the checks above, capture the workspace identifier, affected product area, timestamp, and a redacted error message, then use Support. Never include secrets, privileged legal content, or customer documents in the initial report.