IBM Sustainability Software - Ideas Portal


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Status Under review
Workspace IBM Envizi - ESG Suite
Categories Ecosystem enablement and serviceability ESG Reporting Frameworks
Created by Guest
Created on May 19, 2026

RELATED IDEAS

Partner Portal/Interface Experience - Bulk upload disclosures and related responses

This feature will be useful to partners specifically. Partners will require the ability to create and manage SRM disclosures for their clients on an ongoing basis and also when they are implementing new clients. Most importantly, this should be possible from a central partner workspace.

This feature will benefit large scale customer onboarding onto Envizi.

Idea priority Urgent
Needed By Quarter
  • Post comment
  • Admin
    Vergelle Parrocha
    May 26, 2026

    Hi Deepti, we're happy to report that we have released the functionality to bulk upload responses to disclosures. This is our second bulk upload template that partners can use to streamline the management of their clients frameworks and disclosures:

    1. Custom Framework Bulk Upload Tool - this tool released last year can help partners build custom frameworks via a template. This template allows them to create multiple questions in a custom framework using one import action. The template also supports creating Related Questions, as these are properties of a question.

    2. Uploading responses using a template - this is an action available within disclosures. This launches a workflow that will allow partners to download a simplified template of questions added to a disclosure, allowing them to add responses against the questions in one import action. The template supports bulk upload of text to Methodology and Response summary fields.

    Thanks for your patience as we build this functionality!

    Reply

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