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Templates (Admins)

View templates

1) Open Templates. 2) Review available templates and their frameworks.

Create or edit a template

1) Select New Template or open an existing template. 2) Update title, framework, and mapped controls. 3) Edit the template content and variables. 4) Save changes.

Template fields

  • Title and description
  • Primary framework and mapped controls
  • Secondary frameworks (if used)
  • Variables used during policy generation

Template variables

Use variables to insert organization-specific content (names, tools, or standards). These are resolved when generating a policy.

When to update templates

  • When frameworks change or new controls are required.
  • When policy language needs revision.