Who this is for: Needs Manage My Audit Templates.
To create a new template: select Create New > Audits > Audit Template.
To edit an existing one: open My Audit Templates, use the ⋮ menu on the template, and choose Edit Template.
The builder opens as a full-screen overlay in two columns.
Left — live preview. A read-only view of how the audit will look to the auditor. It updates as you configure. Five collapsible sections: Audit Details, Questionnaire, Findings, Linked Documents, Review & Publish.
Right — configuration. Seven numbered, collapsible sections, from ① Template Details to ⑦ Review & Publish Options. Work down them in order the first time; after that you can jump to any section.
The preview is genuinely live — the fastest way to understand any setting is to switch it on and watch the left panel.