Templates and Template Gallery

Regulait’s templates, a unique, comfortable, and time-saving feature that provides you with a template from Regulait’s rich library of evidence templates covering various areas of business.

There are two ways to reach a point where you can utilize templates:

1. Through VICA's Task Management tab

2. Through the Create a New Document tab

Creating a Template Through VICA's Task Management tab

Using VICA's task management tab, while reviewing the available options for an evidence within the task management list of required evidences, you will often encounter the "use a template" option. (marked with an arrow below)

when reviewing available actions on an evidence, we have a template creation action available

Upon selecting 'create a template,' a window will appear, presenting several customization options for the template:

1. Name

2. File location

3. Workflow

4. Recipients

template customization options

By default, the file is named after the evidence itself. However, you have the flexibility to alter it according to your preference.

The file's location will determine the destination within the All Documents tab where the file is saved. You have the option to save your files within folders to maintain organization.

Learn more about a Template's Workflow here and about a Template's Recipients here.

After tailoring the template to your preferences, please proceed to click on the "Create" button located at the bottom right corner of the window (circled below).

selecting a Template's preferences

We've created a new template. In the image below, the "Cryptography & Key Management Policy" template is ready for personal data customization. This allows for efficient submission as evidence, minimizing additional work.

A Template, ready to be edited and sent to the Recipients

To learn more about Editing a Template - click here.

Create a Template Through the 'Create a New Document' tab

When creating a new Document, we get the option of scrolling & searching through Regulait's Template Gallery (see - Documents and Folders)

The Template Gallery

If we know an evidence's name, we can quickly find it (If suitable and available) in the Template Gallery, click on the evidence's name, and then select "Next" (circled below).

selecting a Template from the Gallery

We can now create the Template by setting the appropriate Template Preferences and clicking create (see above)

setting Template preferences and creating the Template's file

To learn more about Editing a Template - click here.

To return to the Documents Guide hub, click here.

To return to the main guide hub, click here.