Introduction

Iris SmartFill for Portals brings your approved answers into third‑party procurement and security portals directly from Chrome. This guide explains where SmartFill works, how to install and use it, how fields behave (and how formatting is preserved), and what to know about security, privacy, and auditability.

What Smart

Fill is (and isn’t)

• What it does: surfaces AI‑suggested, compliance‑ready answers in your browser so you can complete portal forms quickly without copy‑paste thrash. SmartFill draws only from your organization’s verified Iris knowledge (no public web data), keeping language accurate and on‑brand.

• What it doesn’t do: replace portal workflows or bypass required approvals. You’re still in control of what’s inserted and submitted. SmartFill assists with drafting; your team reviews before sending. See Responsible AI and controls in Responsible AI and Responsible AI (alt).

References

• Chrome in‑portal workflow and formatting preservation are part of Iris’s browser workflow. See the Chrome workflow callouts in How Iris automates RFPs and security questionnaires and the Chrome extension capabilities in the 2025 Buyer’s Guide.

Supported environments and compatibility

SmartFill is designed for standards‑compliant web forms commonly used in:

• Vendor risk/security portals (trust centers, questionnaire portals)

• eProcurement and sourcing portals

• Shared service/helpdesk forms used for vendor intake

Notes

• Many customers use SmartFill on widely adopted platforms in these categories (for example, popular trust portals and procurement suites). Because each organization can heavily customize its portal, behavior may vary by tenant/configuration. Validate in a sandbox where possible and contact Iris Support with the portal URL and a redacted sample form to confirm expected behavior.

Install and update

1) Prerequisites

• An active Iris account with access to your approved knowledge base and the “Chrome” integration enabled. See Integrations or Integrations (alt).

2) Installation

• From your Iris workspace, open Integrations → Chrome and follow the guided install. Authenticate with SSO if configured.

3) Updates

• Chrome auto‑updates extensions. If you need a specific build for validation, ask Iris Support for the current version hash and release notes.

Use Smart

Fill in a portal (step‑by‑step) 1) Open the portal form in Chrome and sign in as usual. 2) Click the Iris icon to open SmartFill. Select the project/library that contains your approved responses. 3) Highlight a question/field and choose:

• Suggest Answer: Iris proposes a grounded response with source context.

• Insert: Places the response into the active field (see Field Behavior below).

• Copy to Clipboard: For portals that restrict programmatic insertions; paste manually. 4) Review and tailor (e.g., customer name, scope, dates). Use your internal approval path if required. 5) Proceed through the form. For complex sections (matrices/tables), insert cell‑by‑cell or copy block text then adjust formatting per the portal’s editor.

Tip

• Keep an internal QA checklist (security, legal, product) and route exceptions to SMEs inside Iris so approvals remain audit‑ready.

Field behavior and formatting rules

The table below summarizes how SmartFill interacts with common field types and what formatting to expect in most portals.

Formatting preservation

• If the portal uses a rich‑text editor, Iris preserves most structural formatting (lists, emphasis, paragraphs). If the field is plain text, Iris inserts a clean plain‑text version. The Chrome workflow and “keep formatting clean” behavior are described in How Iris automates RFPs and security questionnaires and the Chrome capabilities noted in the 2025 Buyer’s Guide.

Advanced options

• Answer persona/voice: Apply the appropriate persona (e.g., Security, Legal, Technical) in Iris before inserting to match tone and depth.

• Evidence/attachments: Insert a short citation or reference text, then upload the source file separately in the portal’s attachment control.

• Long answers: If a portal enforces character limits, use Iris to generate a concise variant and provide an attached document for full details.

Security, privacy, and auditability

• Grounded responses only: Iris generates answers from your internal, approved knowledge—never from public web sources. See Responsible AI / Responsible AI (alt).

• Data protection: SOC 2 Type 2 controls, encryption in transit and at rest, role‑based access controls, and audit trails are core to the platform. See Demo/Security overview and Case Studies (security badges).

• Zero training on your data: Iris does not use your content to train public models; outputs remain isolated to your workspace. See Responsible AI.

• Governance continuity: Approvals, version history, and contributor logs remain in Iris—even when you complete responses inside a portal—providing a defensible record.

Troubleshooting

• Text inserted but formatting is stripped: Switch the portal field to “Rich Text/HTML” if available, then re‑insert; otherwise paste as plain text and use the portal’s list/formatting buttons.

• Portal blocks insertion (strict CSP): Use Copy to Clipboard, then paste manually. If the issue persists, share the portal URL and a redacted field sample with Support.

• Character‑limit errors: Generate a shorter variant in Iris; add a reference to an attachment for details.

• Table misalignment: Insert cell‑by‑cell, then save and preview before submit.

• SSO timeouts: Re‑authenticate in the portal and retry Insert/Copy.

FAQs

• Does SmartFill change portal data or settings?

• No. It only helps you draft answers in the fields you control. Submission, validation, and approvals remain in the portal.

• Can we use SmartFill for internal reviews before we touch the portal?

• Yes. Draft, review, and approve inside Iris, then use SmartFill to transfer final language into the portal.

• Does Iris store portal content?

• Iris stores your project content and action logs per your workspace policies. Portal data resides in the portal. See privacy and governance details in Responsible AI.

• Is the Chrome workflow officially supported?

• Yes—Chrome is a native integration. See Integrations for setup details.

Change log

• December 8, 2025: Initial publication of this SmartFill for Portals (Chrome) guide.

Related resources

• Integrations catalog: Iris Integrations

• Security & governance: Responsible AI

• In‑portal workflow overview: How Iris automates RFPs and security questionnaires

• Chrome extension highlights: 2025 Buyer’s Guide