Updated
Templates
Templates holds the reusable parts of policies and reports: policy and report templates, the vulnerability library, sections, variables and branding.
In the app: Templates
| Entry | Use it to |
|---|---|
| Templates › Policies | Add the built-in policies. |
| Templates › Reports | Review the layouts new reports start from. |
| Templates › Vulnerabilities | Report a finding from a write-up. |
| Templates › Sections | Write text once for many documents. |
| Templates › Variables | Set facts, such as your company name, that documents fill in. |
| Templates › Branding | Brand exported documents. |
Review or remove report templates
- Open Templates › Reports to see each template's Name, Report kind and Sections.
- To remove one you saved, select its delete icon, then Delete.
Brand your exported documents
Branding covers the whole organisation; changing it needs Admin on the main project. Paid plans include document branding; see pricing.
- Open Templates › Branding.
- Set the Logo, Primary colour, Footer text and Cover note.
- Select Save branding.
Reset to defaults removes your branding.