In cases where you have many compliance templates it can be advantageous to organise them into groups. Grouped templates will be shown together in the Compliance Matrix Overview. This is done on this page.

Templates can be assigned to certain Template Groups when you are first building them, or afterwards from the Template Overview page. 


How do I create a Template Group?

  1. Go to the Template Group page in the Admin module.
  2. Click the Create button. A pop-up window will appear.
  3. Fill in a relevant name for the new template group you want to create.
  4. Click the Create button.
  5. You can edit the name of an existing Template Group by clicking it on the Template Group overview. You can also delete one or more Template Groups by selecting each of them with the checkbox in the left-most column on each row and clicking the Delete button.


How do I add a Template to a Template Group?

  1. Go to the Template Overview page in the Admin module.
  2. Click the template you wish to add to a Template Group to open up the template.
  3. Use the drop-down menu next to Template Group and select the group you wish to add the template to.
  4. Click the Update button in the bottom right-hand corner.