Archer Engage Portal

Engage enables you to complete requests asked for by companies managing their third party risk.

Completing requests

To complete a request, do the following:

  1. Review the request.

  2. Add participants (if necessary) and assign questions or sections.

  3. Answer questions.

  4. Submit the request.

Where do I start?

  1. On the Request page, first review the following details in the Overview section Overview:

    • Due Date

    • Overall Progress. Shows a percentage of how many questions have been answered already.

    • Request Instructions. These instructions are provided by the requester.

  2. Review the participants Participants, which show who is currently assigned to work on this request and their role.

  3. Review the questions to see if you need help from any of your peers to complete the request. If you do, add them.

What is the difference between the request language and the portal language?

Request language is the language in which the request is sent to you. Request language is set by the requester.

Portal language is the language in which the portal text is displayed. You can change this language from your profile.

Note: The request language and the portal language can be different.

How do I add my peers and assign them questions?

In the participants section, click Add participants . Enter their information and select a role, then click Add.

  • Owners can add or remove other owners and contributors, assign questions and sections, answer questions, and submit the request.

  • Contributors can add other contributors and remove only themselves, assign questions and sections, and answer questions.

Note: You can only add participants who share your email domain. When you add a participant, they will receive an email either inviting them to register on the portal or instructing them to log in, if they have previously registered. If you need to invite other participants outside of your domain, email the requester and ask them to invite the new participants.

Next, assign them questions or sections. In the upper-right corner of a question or a section header, click Manage Assignees and select the participant or participants.

What questions should I answer?

Questions may already be assigned to you, or you can review and answer those that you are qualified to answer. Review your request instructions for any specific guidance.

Questions that are assigned to you display your initials in the upper-right corner. This is also where you can see who else is assigned to questions or sections.

You can also use filters (click Filter) to display only the questions that meet certain criteria. For example, you can display only incomplete questions assigned to you.

You can also use the section panel on left side to navigate to the relevant section on the request.

What file types are supported for attachments?

Note: Supported file types are those that can be uploaded from the Engage Portal.

Engage Portal supports attachments with the following file types.

  • .doc

  • .docx

  • .pdf

  • .txt

  • .rtf

  • .ppt

  • .pptx

  • .msg

  • .xls

  • .xlsm

  • .xlsx

  • .csv

  • .png

  • .gif

  • .jpg

  • .jpeg

  • .bmp

Can I work on a request at the same time as another participant?

Yes. The portal indicates when another user is working on the same request and it shows the most recently saved answer. However, for questions that require a text input, once you start answering, the question is locked until you finish.

What should I do when I'm done answering questions?

  • If you're a contributor: You are done when you finish answering your questions. Although your work is auto saved as you go, you can click the Save button at any time.

  • If you're an owner: When all questions are answered, submit the request back to the company that requested it. At the bottom of the request page, click Submit. Once you submit a request, you cannot make any changes to it.

How do I view all of my requests?

Click Menu and select Manage Customer Requests (for your customer requests) or Manage Company Requests (for your organization requests) to display your dashboard. On the dashboard, you can see all of your requests, including all outstanding ones and those that you have submitted in the last 6 months.

What is the retention period for requests on the Engage Portal?

  • For open requests, the retention period is 180 days from the most recent update to the request.

  • For submitted requests, the retention period is 180 days from the date of submission.

How do I change my password?

You can change your password when you are working in Archer Engage.

Note: Your Archer Engage credentials are configured through Okta. Changing your Archer Engage credentials also updates your credentials for your other Archer applications configured through Okta.

  1. From the menu, click the User menu and select User Profile.

  2. In the User Profile dialog box, click Change Password, which opens the Okta password configuration page in a new tab.

  3. In the Current password field, enter your current password.

  4. In the New password field, enter your new password.

  5. In the Confirm new password field, enter the new password again.

  6. Click Change Password.

What is the difference between the request language and the portal language? 

Request language is the language in which the request is sent to you. Request language is set by the requester.

Portal language is the language in which the portal text is displayed. You can change this language from your profile.

Note: The request language and the portal language can be different.

How does AI Autofill work? 

AI Autofill allows users to automatically populate assessments with uploaded files.

How do I use the AI Autofill feature?

Go to the AI Autofill tab within an assessment and upload the relevant files. AI uses the information in the files to automatically fill in responses for the assessment.

How many times can I run Autofill on an assessment?

Autofill can be run once per assessment.

Will the uploaded files be used to train the AI model?

No. The content in the uploaded files is not used to train the AI model.

Will my uploaded data be combined with data from other organizations?

No. Each assessment's data is processed in a separate infrastructure container, ensuring your data is isolated.

Why is my assessment locked after I start Autofill?

The assessment is locked during the Autofill process to prevent manual edits. It will be unlocked and editable once AI populates the responses.

Should I review the answers generated by AI?

Yes. It's important to review all AI-generated responses before submitting the assessment to ensure accuracy and completeness.

Can I see which questions were answered by AI?

Yes, a filter option lets you view only the questions that were Autofilled by AI. Additionally, each AI-answered question is marked with a visual indicator in the user interface.

Can I work on other assessments while AI Autofill is running?

Yes. Engage users can continue working on other assessments while Autofill is processing in the background.