Importing Templates from the Library
Browsing the template library, previewing, and importing templates
3 min read•Article 4 of 9 in Templates
Importing Templates from the Library
The Template Library contains pre-built templates for common compliance frameworks and assessment types. Import one to get started quickly.
Browsing the Library
1.Navigate to Templates > Template Library
2.Browse available templates by category or search by keyword
3.Each template shows:
- Framework name and description
- Number of domains and questions
- Compliance standard it maps to
Previewing a Template
Before importing, you can preview a template to see:
- •The complete domain and control area structure
- •All questions and their types
- •Scoring configuration
- •Estimated completion time
Click Preview on any template card to view its full structure.
Importing a Template
1.Find the template you want
2.Click Import
3.The template is copied to your workspace as a draft
4.You can then customize it as needed before publishing
Available Templates
The library includes templates for:
- •SOC 2 Type II — Trust Services Criteria assessment
- •ISO 27001 — Information security management
- •GDPR — Data protection compliance
- •HIPAA — Healthcare data security
- •PCI DSS — Payment card industry standards
- •NIST CSF — Cybersecurity framework
- •And more
Customizing Imported Templates
After importing, treat the template as your own:
- •Add or remove questions
- •Adjust weights and scoring
- •Modify domains and control areas
- •Add custom guidance text