# Create Form Template

<mark style="color:orange;">**Creating a Form Template**</mark>

To define the structure and required fields for the information needed from vendors.

Navigate to the <mark style="color:blue;">**Policy Management**</mark> section in the <mark style="color:blue;">**ComplianceBot dashboard**</mark>.

Click on <mark style="color:blue;">**Create New Template.**</mark>

<figure><img src="/files/u4E4XodWdwqsdh3dIbIO" alt="" width="563"><figcaption></figcaption></figure>

Fill in the necessary details:

* <mark style="color:blue;">**Template Title**</mark>&#x20;
* <mark style="color:blue;">**Description**</mark>
* <mark style="color:blue;">**Template option**</mark>
* <mark style="color:blue;">**Version**</mark>

Select a <mark style="color:blue;">**recurrent schedule**</mark> if needed. This will determine how often the document needs to be reviewed.

Lastly, click on the <mark style="color:blue;">**Create**</mark> button&#x20;


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.compliancebot.io/vendor-management/vendor-management-workflow/create-form-template.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.