Creating a New Vendor Template

You can create a new assessment template which you can configure with questions, conditions, and rules to meet your organization's needs.

To create a new template

  1. On the Third-Party Risk Management menu, select Setup > Templates.
  2. Click the Create Custom Template button.
    The Create Template modal appears.
  3. Complete the fields.


    Field
    Description
    Name

    Enter the name of the new template.

    Organization

    Select the name of the organization.

    Description

    Enter a brief description of the template.

    Template Icon

    Select an icon to associated with the template.

  4. Click the Create Template button.
    The Template Builder appears.
  5. To configure template settings, click the Details tab on the Vendor Questionnaire screen.