> For the complete documentation index, see [llms.txt](https://docs.compliancebot.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.compliancebot.io/vendor-management/vendor-management-workflow/create-form-template.md).

# 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="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FtHDALWhFeEclfPx2LAFj%2FScreenshot%202024-07-26%20at%205.28.13%20PM.png?alt=media&amp;token=bd53865a-047b-4fdc-82a3-dc3afa4254c9" 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;