Adding a New Vendor Template from the Gallery

You can add new assessment templates based on a template in the Template Gallery. Assessments in the Template Gallery allow you to launch assessments to evaluate various aspects of your program or to gather information from areas of your business.

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 Vendor Template.

To add a template from the Template Gallery

  1. On the Third-Party Risk Management menu, select Setup > Templates.
    The  Vendor Templates screen appears.
  2. Click the Choose From Gallery button.
    The Gallery screen appears.
  3. Click the Preview button to view a template.


  4. Click the Choose This Template button to select the template.
    The Create Template modal appears.

    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.

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