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How to Prefill your CSA Questionnaire


How to Prefill your CSA Questionnaire

To prefill your CSA questionnaire with the latest public information found by our Research analysts:

1. Go to the “QUESTIONNAIRES” tab on the CSA Portal. Click on the “Start questionnaire” button.

*Please be advised that companies need to have chosen their confidentiality designation option to be able to click on “Start questionnaire”. If you haven’t chosen it, navigate to the “MANAGE PARTICIPATION” tab and select your preferred option.

 

2. You will see the “Confirmation Successful” notice. Click OK.

 

3. The “Prefill questionnaire” box will appear automatically. Click OK.

If the “Prefill questionnaire” box does not appear automatically, you can click on these icons:

  1. Prefill icon for individual questions
  2. Prefill icon for the entire questionnaire

 

4. It takes around a minute before prefill is complete. When the prefill is finalized, you should see the questions prefilled as “In Progress.”

 

5. You can now start reviewing and adding to your prefilled answers in the CSA questionnaire.