Managing Third-Party Templates

Draft and published templates can be managed in various ways. You can use this article for help with copying, locking, discarding, exporting, and archiving a template.

To publish a draft

  1. On the Third-Party Due Diligence menu, select Setup > Templates.
  2. Click the Context Menu icon on the tile of the draft template you want to publish.
  3. On the Context menu, select Publish Draft.
    The Publish Template modal appears.
  4. Click the Confirm button.
    The template is published.

To discard a draft

  1. On the Third-Party Due Diligence menu, select Setup > Templates.
  2. Click the Context Menu icon on the tile of the template you want to discard.
  3. On the Context Menu icon, select Discard Template.
    The Discard Template modal appears.
  4. Click the Confirm button. 

To copy a draft or published template

  1. On the Third-Party Due Diligence menu, select Setup > Templates.
  2. Click the Context Menu icon on the tile of the template you want to copy.




  3. On the Context menu, select Copy Draft or Copy Published.
    The Copy Template modal appears.
  4. Enter a unique name for the new template being created.
  5. Click the Copy Template button.
    A new template is created.

To lock a template

You can lock templates to prevent unauthorized editing. 

Note:

You must be a site admin user or have the adequate permissions in a custom role in order to lock a template.

  1. On the Third-Party Due Diligence menu, select Setup > Templates.
  2. Click the Context Menu icon on the tile of the template you want to lock.
  3. On the Context menu, select Lock Template. The template will be locked.

To archive a template

  1. On the Third-Party Due Diligence menu, select Setup > Templates.
  2. Click the Context Menu icon on the tile of the template you want to archive.
  3. On the Context menu, select Archive Template.
    The Archive Template modal appears.
  4. Click the Confirm button.

To export a draft or published template

  1. On the Third-Party Due Diligencemenu, select Setup > Templates.
  2. Click the Context Menu icon on the tile of the template you want to export.
  3. On the Context Menu icon, select Export Draft Template or Export Published Template. A task notification will appear.


  4. Click the Close button. The export will be generated in the background. When the report is ready to download, a notification will appear on the Notifications icon.
  5. Click the Notifications icon.
    The Notifications popover appears.
  6. Click the export link in the popover to download the exported PDF report.