How Do I Use the SMART Upload Feature to Import Requests and Q/A Bank Items in Dasseti Engage?

The Smart Upload feature allows you to upload Microsoft Word or Excel documents and automatically convert them into structured Requests or Q/A Bank items. It intelligently identifies and organizes sections, sub-sections, questions, and answers, helping you build content quickly and accurately.

Table of Contents

• Accessing Smart Upload

• Smart Upload Workflow Overview

• Stage 1: Upload

• Stage 2: Design

• Stage 3: Review and Autofill

• After Creation 

Accessing Smart Upload

Smart Upload can now be accessed from any module within Dasseti Engage.
 
To access Smart Upload:

• Click Smart Upload in the top-middle navigation bar

   

All module paths lead to the same updated Smart Upload workflow.

Smart Upload Workflow

Smart Upload follows a three-stage process, displayed at the top of the screen:

1. Upload - Upload your request
2. Design - Configure your document

3. Review and Autofill - Review your request and autofill

    

 
This step-by-step flow provides clearer guidance throughout the process.

Stage 1: Upload

1. Select Smart Upload.

    

2. Drag & drop or browse to upload a Word or Excel file.

   Note: The 'Request name' will automatically use your document title. You can edit it by clicking the pencil (edit) icon.

   (Optional) Select Use as Template if you want to regenerate the output in the original document format.

   

3. Enter the required details:

   • Company (Required)
     Cannot be changed once the document is uploaded.
   • Product (Optional)
     Can still be edited after upload.
   • Response Deadline (Required)
     Automatically defaults to one month, but can be adjusted.
   • Request Folder (Optional)
     Select a folder where the document will be stored.
     Navigate to Settings > Organization & Categories > Request Settings (Request Folders) to manage folders.
   • Request Sub Folder (Optional)
     Select a sub-folder under the chosen Request Folder.

   • Asset Class (Optional)
     Assign an asset class or add a new one via
     Settings > Company & Product Settings > Asset Class.

     

4. Once the required details filled up, click Next in the top-right corner. You will then be taken to Smart Identify, which automatically detects common themes in your document and helps structure it into sections, sub-sections, questions, and answers.

    

 
The updated layout groups all key fields and options clearly, making it easier to follow.

Stage 2: Design

Smart Identify analyzes your document and detects its structural elements.
 
To begin:

• Click on the part of the document you want to organize (e.g., section, sub-section, question, or answer).
• Select the appropriate classification option.

 Best Practice:
 
Start by identifying sections and sub-sections before moving on to questions and answers. This top-down approach ensures a more accurate and organized structure.
 

Once you’ve selected the appropriate option, the platform will automatically scan the document and identify other similar elements based on the section you’re working with (e.g., sections , sub-sections , questions , or answers ).
 
 
Manual Identification
 
If Smart Identify misses an item:
 

• Highlight the text manually

• Assign it to the correct category

   

You can highlight entire blocks of text, including across line breaks or multiple paragraphs.
 
Updated Interface

• The identification panel is wider for improved readability
• Icons clearly distinguish sections, sub-sections, questions, and answers
• Reset options are now on the right-hand side
• Start Over has been moved to the top-left to avoid accidental clicks

Click Next when you are ready to continue.
 

 

Stage 3: Review and Autofill

In the final stage, you can complete the entire cycle of answering and reviewing the request before generating the final document to send back to the requesting company, you can:

• Preview the Request or Q/A Bank item
• Update the Title (Request name)
• Use Autofill where available

When everything looks correct, click Create.
 

 

After Creation

You will be taken directly to your newly created Request or Q/A Bank item, where you can:

• Review and edit the structure
• Complete responses
• Use Autofill

• Generate the final output

   
   

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