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Previewing a template before you add it

How to see a template's structure before adopting it.

Written by Caim Hermoso

Who this is for: All users. Needs View Audit Templates.

  1. Find the template in the library.

  2. Open the ⋮ menu on its row.

  3. Select View Audit Template.

A PDF preview opens showing the full structure: purpose and scope, every clause section, the questions in each, and the response types. It also shows the template ID, regulation, who added it, when, the revision count and its status.

This preview is also useful in its own right — you can download it and run an audit on paper if you need to work somewhere without a device.

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