Automatic reviews allow you set a recurring time period or exact date for specific vendor reviews and HyperComply takes care of the rest by automatically sending those reviews out for you.

Step-by-step instructions to set an automatic review

1. Select the vendor

Navigate to the Vendors page using the top-right navigation bar. From your list of vendors, select the desired vendor’s name or create a new vendor.

2. Edit the Review Settings

Hover over the "Next review" box on the top and select the pencil to edit the date and/or cadence of the next review.

3. Set Review Date and Cadence

Enter a date for the vendor’s next review. Then, choose a review cadence from the available options: Quarterly, Bi-annually, or Annually.

4. Save the Settings

Click Save. HyperComply Due Diligence will now automatically schedule and send out the next review based on your settings.