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Using Templates to Create Common Systems

If your organisation uses common systems (like Microsoft 365), there’s a good chance a pre-built template exists — saving you time and ensuring consistent documentation.

How to Use a Template

  • Using a template lets you instantly add a pre-documented asset — such as Microsoft 365 — with standard legal, security, and risk information already filled in, saving you time on manual setup.

    How do you create an asset from a template?

    Follow these steps in order:

    1. Click Create from Template
    2. Browse the available library
    3. Select a system (e.g. Microsoft 365)
    4. Click Create

The asset is added with standard documentation already filled in, including legal, security, and risk information relevant to the selected system.

asset-templates

Use templates to quickly document known systems

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