How do I configure a template?

There are multiple ways to configure a template.


Go to Templates > My Templates and select New Template. Your options are:

- Blank Template - Create a template from scratch. Then use our template builder to add questions, required attachments, layout, etc.

- From Template XML - Import a template as an XML file. Once imported you can use our template builder to make updates if you want.

- From Library - Our library of out of box templates cover common compliance standards such as ISO, PCI-DSS, HIPAA, HITrust, NIST and vendor risk guidelines. These templates are prepared by our security and compliance experts and are always up to date on compliances.



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