Steps and Templates

On any open category, looking at the evidence list, you can see an options button next to each Evidence (circled below).

notice the three gray dots circled in pink - that is the options button

Clicking on it will present one or two options based on the evidence type:

1. Uploading files directly

2. Using a template

The option to upload a file will always be available since every Evidence requires an appropriate document.

The other option is to use one of 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.

In the example below, we have both options available.

The arrows are pointing at the two options of actions that can be performed on an Evidence

By clicking on upload we can upload a local file manually, completing the evidence (See - Frameworks - Uploading a FIle)

Selecting ‘create template’ brings us to the template specification page, where we can:

1. Give a title for the document we are creating

2. Select a designated folder for the document

3. Set approval workflow

4. Add recipients to fill out or sign the document

5. Use the custom recipient order feature

Our templates offer an enhanced documenting engine that is equipped with a range of useful tools to optimize your work.

NOTICE: To learn more about Documents, folders, and templates - Click Here

To return to the VICA Guide hub, click here.

To return to the main guide hub, click here.