Create Form Template

Creating a Form Template

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

Navigate to the Policy Management section in the ComplianceBot dashboard.

Click on Create New Template.

Fill in the necessary details:

  • Template Title

  • Description

  • Template option

  • Version

Select a recurrent schedule if needed. This will determine how often the document needs to be reviewed.

Lastly, click on the Create button

Last updated

Was this helpful?