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What happens when your request is fulfilled

Where a completed template appears and what to do next.

Written by Caim Hermoso

Who this is for: All users.

When our team finishes building your template and publishes it, it lands automatically in your My Audit Templates. You do not need to go and find it in the library.

Two things to do next:

  1. Review it. Open it in the Template Builder and check the clauses match what you expected. Adjust anything that does not fit how you work — it is your copy now.

  2. Publish it. Like every template, it arrives as a Draft and must be published before it can be used.

If the reviewer also chose to publish it to the global library, it appears there too, available to other customers.

Related: 2.5 Publishing a draft template · 2.10 Template versions, revisions, and editing a published template

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