Complete Surveys Faster with Agentic Document Upload in 3E Exchange
Section 1: Introduction — Completing surveys just got a whole lot easier!
Instead of filling out every field manually, you can upload documents such as Safety Data Sheets (SDS), product declarations and more — and the agent will interpret the documents as though it were a regulatory expert and pre-fill answers to survey questions. All you have to do is review and submit.
This helps you:
Complete surveys faster
Reduce manual data entry
Avoid repetitive work
Submit more complete responses the first time
You’re always in control—you can review, edit, or enter responses at any time.
1. Upload all relevant documents
Upload relevant documents directly into the survey, such as:
SDS
Regulatory declarations
Product or material documentation
CMRT reports and more
Tip! - use complete and current files for best responses
Upload the latest version available
Include all relevant sections
The agent only knows what you give it, so upload as many files are might be useful for it to answer the questions asked in the survey.
2. Agent suggests answers using the information on the documents provided
Information from your document is used to populate survey responses automatically. This reduces manual data entry and helps standardize responses. The agent consults all 3E regulatory data when interpreting your documents.
3. Each response has a confidence score, reasoning and citation for quick and easy validation
Before submitting, review all responses.
You can:
Accept suggested answers
Edit responses
Complete missing fields
You are responsible for confirming accuracy before submission.
4. Submit
Once reviewed, submit your responses as usual.
Section 2: Supported File Types
You can upload a wide range of file types:
Documents
PDF (.pdf)
Word (.doc, .docx)
PowerPoint (.ppt, .pptx)
Spreadsheets
Excel (.xls, .xlsx)
Images
PNG, JPG, JPEG
Text files
TXT, XML, CSV
Report formats:
CMRT - see below for CMRT specific handling
Any other report formats
Section 2.a: CMRT Handling
If your survey includes conflict minerals questions, you can upload your Conflict Minerals Reporting Template (CMRT) along with your other documents.
What happens when you upload a CMRT
The agent identifies your file as a CMRT and reads the Declaration of Scope to determine how it applies:
Company-level scope — Data is applied across all materials in the survey. Conflict minerals fields will be pre-filled and read-only.
Product-level scope — Data is applied only to the specific materials identified in your CMRT. Other materials remain editable.
You don't need to do anything differently — just upload your CMRT along with your other documents.
Uploading multiple CMRTs
You can upload more than one CMRT if needed. If multiple files are present, the system applies the following priority: Company-level > Product-level > Other
If two CMRTs contain data for the same material, the first file uploaded takes precedence.
If the scope field is blank
If your CMRT does not have a Declaration of Scope filled in, the system won't be able to map the data. Those fields will show as "Insufficient data" and will need to be completed manually.
Section 3: Confidence Scores & Reasonings
Each response includes a confidence indicator.
High confidence
Strongly supported by your document
Low confidence
Partially supported — review carefully
Insufficient data
No usable evidence in the uploaded files— manual input required
Tip! - How to use it
Focus on lower-confidence responses
Quickly review high-confidence responses
Complete missing information as needed
If you have many insufficient data responses, try uploading files that correlate with the material list and topics in the survey
Section 4: Expected Processing Time
Processing time depends on the size and complexity of the documents you upload.
Typical expectations
Smaller uploads: a few documents with limited pages typically tak a few minutes
Larger uploads: a survey with +600 materials and hundreds of pages of documents will take a number of hours to process. But don't worry, you'll get an email when it's complete!
What affects processing time
The number of documents uploaded
The number of pages in each document
The amount of information within each page
Section 5: Known Limitations
Document-based processing only
Responses are generated only from the documents you upload. If required information is not present in your documents, it will not be automatically filled.
No external data retrieval
The agent does not:
Search the web
Access external databases
Retrieve information from other systems
Some topics may require manual input
Certain areas may not be fully supported and may require manual completion.