Templates help you create consistent, reusable content for your compliance documentation.
What Are Templates For?
Use templates to:
• Standardize response formats across assessments
• Create reusable policy document structures
• Ensure consistency in how your team documents compliance
• Save time by not starting from scratch
Creating a Template
To create a new template:
Go to Settings in the sidebar
Click Templates
Click Add Template
Give your template a name
Use the rich text editor to create your template content
Save
Using the Template Editor
The template editor supports:
• Rich text formatting
• Headings (which can be used for a table of contents)
• Lists and tables
• Placeholder text for fields to fill in
Duplicating Templates
To create a similar template:
Open an existing template
Click Duplicate
Modify the copy as needed
Save with a new name
Using Templates
When writing responses or documentation, you can:
• Copy content from templates
• Use templates as starting points
• Reference templates for consistent formatting