How Can I Use SmartScan to Import from Project Source Documents?

What is SmartScan?

SmartScan is your faster, smarter way to import Project documents into Loopio.

Powered by Loopio’s Response Intelligence, SmartScan automates the process of turning your files into a Loopio Project. This means you spend less time importing your document and more time focused on responding.

When Should I Use SmartScan?

SmartScan can be used with Word, PDF, and Excel files. It currently works best with shorter, consistently formatted documents.

SmartScan supports automatically detecting most common questionnaire (RFP, Security Questionnaire, and Due Diligence Questionnaire) elements.

As SmartScan uses AI, and because every questionnaire looks different, we always recommend that you review what’s been detected and make edits and/or additions to the import as needed.

If SmartScan does not work well for your specific document, you can create a new project and re-import it without SmartScan enabled using the Classic experience. Here are some things to note about what SmartScan currently supports:

• Support for Checkboxes and Additional Answer fields are coming soon

• Character Limits can be configured for individual questions directly in the Project Workspace

   

  Learn more: How Do I Set Up Character Limits in the Project Workspace?

• Conditional questions in Excel SIG documents are currently not supported.

   

  Learn more: How Do I Import Questions in a SIG Questionnaire Into My Loopio Project?

Importing a Project Using SmartScan

1. Create a new Project
2. Enable SmartScan using the Enable for this Project toggle in the New Project step
   
3. Attach a Source Document
4. Click Next to initiate the SmartScan process
   
5. Your document will be automatically mapped using SmartScan, and you will be able to review and make edits before importing:
   
   • Adding a mapping: If any mappings are missing, highlight the text and select a mapping type
     
   • Editing a mapping: To edit an existing mapping, click on it and select Change Mapping Type
     
   • Adding or editing an answer location: Select the question you would like to answer, hover on a new location and click the ‘+’ pill. You can choose if you would like to replace the default answer location or add an Answer Set
     
6. When you are happy with the mappings, select Confirm and Import to import your document
   

Sharing Your Feedback

Once you are in the Project Workspace, you can provide us feedback through the link in the header. Your feedback is essential to help us continue to improve our Smartscan functionality!