Create a Compliance Template

Templates eliminate the need to repeatedly and manually recreate the same compliance requirements.

To create a compliance template:
  1. In the left-hand sidebar, select Company settings.
  2. Among the tabs at the top of the screen, select Compliance templates.
    Any already-created compliance templates appear in a list.
  3. Your next step depends on what button appears for you, which depends on the whether any templates have been created already.
    • If no templates exist yet, select Create compliance template.
    • If at least one template has already been created, select Create template.
  4. Give your template a name.
  5. Add one or more requirements.
    1. Select Add Requirement.
      A compliance window appears.
    2. Specify the details of the requirement.
      Note: You can specify the dates and make other updates after the template is created.
    3. As needed, select Add another requirement.
  6. Select Save.
The new compliance template appears in the list of templates.
If the compliance template you just created should be set as the default, see Set a Compliance Template as the Default.