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Learn how to set up your account, navigate key features, and understand the core tools that help you build, collaborate, and manage responses efficiently.

Getting started

Discover how to build, organize, and maintain a high-quality content library. This section covers best practices, tools, and workflows to help teams manage responses efficiently, ensure accuracy, and keep content up to date.

Content management

Find everything you need to set up and manage your organization covering topics such as new admin onboarding, configuring organization-wide settings, defining custom roles and permissions, and managing users.

Administration

Find guides on how to generate, interpret, and act on various reports such as project-level summaries, content usage metrics, user activity logs, and login data.

Reporting

Discover how Guided Projects streamline complex responses with structured, AI-powered workflows. This section walks you through creating, managing, and completing projects step-by-step—helping teams work faster, stay aligned, and deliver consistent, high-quality results.

Guided Projects

This section guides you through creating projects, collaborating with teammates, tracking progress, and delivering high-quality responses efficiently.

Response Projects

Direct access to your trusted Responsive Content Library from Microsoft, Google, Slack, and more. Using Responsive AI, LookUp allows you to deliver bespoke responses for every RFx, security questionnaire, or client follow-up directly from within your existing workflows.

LookUp

Manage your personal settings and preferences in one place. Learn how to update your profile details, adjust notifications, configure security settings, and tailor your experience to get the most out of the platform.

Trust Center

Learn how to create polished, professional proposals with ease. This section guides you through building, customizing, and collaborating on proposals using Responsive’s intuitive tools helping you deliver accurate, consistent content every time.

Proposal Builder

Empower response teams to quickly determine whether RFPs with extensive requirements are the right fit for your company.

Requirements Analysis

Explore how to create, manage, and complete RFPs and other request-driven workflows. This section provides guidance on organizing tasks, collaborating with team members, and streamlining each step to deliver accurate, timely responses.

Request Projects

This section highlights available add-ons from eSignatures and AI tools to analytics and language services and shows you how to enable and use them to extend your platform’s capabilities.

Platform add-ons

Connect Responsive with the tools your team already uses. This section covers how to set up and manage integrations, streamline workflows, sync data, and enhance collaboration across your broader tech stack.

Integrations

Resource for proven strategies and insights to get the most out of the platform. Browse through articles that highlight top approaches, real-world workflows, and expert tips to help maximize efficiency, consistency, and success.

Best practices

Explore curated learning paths, role-based courses, and self-paced modules to deepen your expertise and get the most out of the platform.

Responsive Academy

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Trust Center overview

Trust Center Questionnaire page overview

Using Ask in Trust Center

Adding a  custom domain for your Trust Center

Managing Trust Center email notifications

Configuring auto-updates for resources in Trust Center

Creating Trust Centers

Managing Trust Centers

Managing Trust Center content

Adding FAQs to Trust Center

Using Trust Center messaging

Using Trust Center security features

Creating Trust Center internal notes

Creating Trust Center update notes

Filtering Trust Center questionnaires

Customizing Trust Center images

Managing Trust Center document updates

Importing response projects as Trust Center questionnaires

Importing standard templates as Trust Center questionnaires

Sharing Trust Centers

Creating and enforcing NDAs

Watermarking PDF documents

Bypassing NDAs for contacts within DocuSign

Bypassing NDAs for contacts within Microsoft Dynamics

Bypassing NDAs for contacts within Salesforce

Managing shared members

Resending Trust Center invitations

Updating viewer permissions

Bypassing NDAs when sharing Trust Centers

Access tab overview

Sharing profiles from Microsoft Dynamics

Using Trust Center Views

Using Trust Center access control

Trust Center Team tab overview

Updating Trust Center Team Member permissions

Changing Trust Center owners

Adding Team Members to Trust Center

Removing Team Members from Trust Center

Setting up Trust Center for Salesforce (Classic)

Creating custom fields to bypass Trust Center NDAs - Salesforce (Lightning)

Creating custom fields to bypass Trust Center NDAs - Salesforce (Classic)

Setting up Trust Center for Salesforce (Lightning)

Installing Trust Center in Salesforce (Lightning)

Setting up Trust Center for Microsoft Dynamics

Configuring the Salesforce integration in Responsive for Trust Center

Using Salesforce to track Trust Center engagement within Responsive

Attaching Salesforce opportunities to Trust Center shares

Viewing Trust Center activity logs

Working with Trust Center analytics

Help Center

Help Center

Help Center

Trust Center

Getting started with Trust Center

Building and managing Trust Centers

Sharing Trust Centers

Managing Trust Center teams

Trust Center integrations

Trust Center analytics and activity logs