Migration guide
Answer Library Migration Guide
Use this guide to move from scattered approved answers to a reusable workflow without trying to migrate everything on day one.
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Start with one active response, not a big-bang import
Move high-confidence reusable answers first
A practical migration sequence
- 1Start with one live response instead of trying to import every answer you have.
- 2Identify approved, high-reuse answers first: security, hosting, implementation, support, and core product questions.
- 3Separate stable approved language from claims that need fresh owner review.
- 4Pilot the workflow with one active RFP or questionnaire and refine based on reviewer feedback.
What to migrate first
- Security and privacy answers used in repeated questionnaires.
- Implementation and onboarding language that appears across deals.
- Support, SLAs, and customer-success responses with known approved wording.
- Company overview answers that can be reused but still reviewed quickly.
What not to migrate blindly
- Claims tied to dated product packaging, pricing, or timelines.
- Security statements that require fresh owner or compliance review.
- One-off buyer-specific promises from old proposals.
- Low-confidence answers with no clear source owner.
Pair this guide with the manual workflow alternative page, the answer library setup guide, and the quality checklist.