Document & checklist templates

Templates live in your organisation’s Library so your team doesn’t rebuild the same starting points for every project. They come in two kinds — document templates and checklist templates — and each kind includes both the templates your organisation has authored and curated templates that ship with Regnora. Because they’re organisation-level, a template you create once is available to apply across all your projects.

Document templates

Document templates are ready-made documents — policies, procedures, and bundled packages of them — that you copy into a project as a starting point and then adapt. Browse them in the Library, and use Copy to project to bring a template (or a whole package) into the project you’re working in, where it becomes an ordinary document you can edit and revise.

The Library separates your templates (the ones your organisation has authored) from Regnora templates (the curated set we maintain), so you can tell at a glance which is which.

Manage: Document templates

Checklist templates

A checklist template is a reusable assessment plan — the sections, checks, and assessor guidance your organisation has refined for a given framework. Instead of scoping a gap analysis from scratch each time, you apply a checklist template when planning a new analysis to start from a known baseline.

You author and refine checklist templates in the Library, where each can be tied to a framework and carries draft and active versions so you can iterate on one without disturbing the version your team is using. Start a new one with New template.

Manage: Checklist templates