Publishing a Vendor Template Draft

To use a template for assessments, it must be published. 

To publish a draft template

  1. On the Third-Party Risk Management menu, select Templates.
    The Vendor Templates screen appears.
  2. Hover over the draft template tile until the Context Menu appears.
  3. Click the Context Menu icon.


  4. On the Context menu, select Publish Draft.
    The Publish Template modal appears.
  5. Click the Confirm button.
    Note:

    Once a template has been published, certain editing capabilities are restricted. For complete editing capabilities, you must create a new version of the published template. 

  6. You can also publish a draft template by clicking the Publish button on the Template Builder screen.

For more information about editing published templates, see Editing a Published Vendor Template and Creating a New Version of a Vendor Template.