Creating a New Version of a Vendor Template

Editing capabilities are limited for published assessment templates. 

For full access to editing the template, you must create a new draft version of the template.

To create a new draft version of a template

  1. On the Third-Party Risk Management menu, select Setup > Templates.
    The Templates screen appears.
  2. Click on the tile for a published template.
    The Template Builder appears.
  3. Click the Create New Version button.
    A new draft version of the template is added.
  4. Configure the template.
  5. Publish the new version.