Skip to main content

Maintaining Compliance Templates

Helpful Tips to Navigating Quartz

S
Written by Shauna Greaves
Updated this week

To view your templates, navigate to the Compliance menu and open the Template screen. You'll see a list of templates you've created.

Each template has a three-dot menu on the right, click it to view the available actions for that specific template.

Edit: Edit the template
โ€‹Delete: Delete the template
โ€‹Instructions/Notes: Edit or Add the instructions for the template
โ€‹If you click the file name, it will download the template document uploaded.

Did this answer your question?