Adding a New Third-Party Template from the Gallery

You can add new assessment templates based on a template in the Template Gallery.

If you import a template from the Template Gallery, your new template will be populated with the questions in the existing template. To create a blank template, see Creating a New Third-Party Template.

To add a template from the Template Gallery

  1. On the Third-Party Due Diligence menu, select Setup > Templates.
    The Third-Party Templates screen appears.
  2. Click the Choose From Gallery button.
    The Gallery screen appears.
  3. Select a template.


    A preview of the template will appear to review.
  4. Click the Choose This Template button to select the template.
    The Create Template modal appears.
  5. Complete the fields. 


    Field
    Description
    Name

    Enter the name of the new template. If you're creating the template based on an existing template, make sure the name is different from the original template.

    Organization

    Select the name of the organization.

    Description

    Enter a brief description of the template and its purpose.

    Template Icon

    Select an icon to associate with the template.

  6. Click the Create Template button.
    The Template Builder appears.
  7. To configure template settings, click the Details tab.

Available Templates in the Gallery

The following templates are available in the Template Gallery and can be used to create an assessment.

Template Name

Description

Third-Party Business Justification Form

Used to create an assessment to help assess the business need and justification for a proposed business relationship.

Third-Party Due Diligence Questionnaire

Used to create an assessment to help understand your organization and how it operates as part of the third-party evaluation process.