What documents go where?
The EA Knowledge Base is made up of two core components: the Documents and the Answers library. These libraries work together to streamline your workflow, allowing EA to automatically generate answers for new forms and questionnaires by leveraging your previous work and reference materials.
The Answers library contains approved responses from previously completed questionnaires. EA can reuse these responses and ensure your preferred language, style, and tone remain consistent across projects.
Examples of what can be uploaded to the Answers library: ESG (Environmental, Social, and Governance) surveys, DDQs (Due Diligence Questionnaires) from clients, FAQs from customers, Tenders, RFI (Request for Information) responses. As you complete forms in EA you'll also have the option to add these to the Answer library.
The Documents library houses both public and private documents. This strengthens EA's ability to generate accurate answers and enables advanced features like Autofill. You can upload any reference materials you commonly use when completing RFPs, questionnaires, or other formal inquiries.
Examples of documents to upload to the Documents library:
- Reporting:Annual Report/Financial ReportProxy StatementRemuneration ReportESG/Sustainability ReportSales Performance ReportsRisk Assessments or Risk Management ReportsCompliance ReportsPolicy/Strategy:Code of ConductSupplier Code of ConductHuman Rights PolicyDEI PolicySustainability Goals/RoadmapEnvironmental PolicyCorporate Governance GuidelinesBoard/Executive ChartersPrivacy PolicyCybersecurity PolicyOperations:Standard Operating Procedures (SOPs)Business Continuity Plan (BCP)Supplier/Contractor AgreementsHealth and Safety ProceduresOperational Performance ReportsCertificates and Accreditations:ISO 27001ISO 9001ISO 45001Industry-Specific Certifications (e.g., GMP, SOC 2)Customer-Focused Documents:Customer Satisfaction ReportsProduct or Service CertificationsMarketing and Product InformationWarranty or Service Level DocumentationCustomer Privacy and Data Protection Statements
- Reporting:
- Annual Report/Financial ReportProxy StatementRemuneration ReportESG/Sustainability ReportSales Performance ReportsRisk Assessments or Risk Management ReportsCompliance Reports
- Annual Report/Financial Report
- Proxy Statement
- Remuneration Report
- ESG/Sustainability Report
- Sales Performance Reports
- Risk Assessments or Risk Management Reports
- Compliance Reports
- Policy/Strategy:
- Code of ConductSupplier Code of ConductHuman Rights PolicyDEI PolicySustainability Goals/RoadmapEnvironmental PolicyCorporate Governance GuidelinesBoard/Executive ChartersPrivacy PolicyCybersecurity Policy
- Code of Conduct
- Supplier Code of Conduct
- Human Rights Policy
- DEI Policy
- Sustainability Goals/Roadmap
- Environmental Policy
- Corporate Governance Guidelines
- Board/Executive Charters
- Privacy Policy
- Cybersecurity Policy
- Operations:
- Standard Operating Procedures (SOPs)Business Continuity Plan (BCP)Supplier/Contractor AgreementsHealth and Safety ProceduresOperational Performance Reports
- Standard Operating Procedures (SOPs)
- Business Continuity Plan (BCP)
- Supplier/Contractor Agreements
- Health and Safety Procedures
- Operational Performance Reports
- Certificates and Accreditations:
- ISO 27001ISO 9001ISO 45001Industry-Specific Certifications (e.g., GMP, SOC 2)
- ISO 27001
- ISO 9001
- ISO 45001
- Industry-Specific Certifications (e.g., GMP, SOC 2)
- Customer-Focused Documents:
- Customer Satisfaction ReportsProduct or Service CertificationsMarketing and Product InformationWarranty or Service Level DocumentationCustomer Privacy and Data Protection Statements
- Customer Satisfaction Reports
- Product or Service Certifications
- Marketing and Product Information
- Warranty or Service Level Documentation
- Customer Privacy and Data Protection Statements