This article offers detailed guidance on customizing both Third Party Management Templates and Third Party Contract Templates. By modifying or adding fields and question formats, users can ensure that templates match their organization’s workflow, vendor types, and risk management standards.
Third Party Management Templates
Follow these steps to customize Third Party Management Templates:
- Navigate to Admin
Template Library and select Third Party Management from the left menu. Or navigate to the TPM and select Third Party Templates from the left menu. The Third Party Templates screen will appear.
- Click the name of the template you want to customize. The Template Details page will open.
- Click the pencil icon next to the template name if you need to rename or update the title.
- The section below displays existing form fields that are available for user input.
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To add a new field, click Add Field on the right side of the panel. The Add Fields window will appear.
- Choose the desired Field Type from the drop-down and select the required fields you want to add.
- Click Save to add the selected field. The added field will be listed at the bottom of the section.
- Users can also reorder field sequences as needed.
- Choose the desired Field Type from the drop-down and select the required fields you want to add.
- Configure the field details such as number input, data and dropdown selection, checkboxes, rich text fields, and more.
- Fields marked with a lock icon are system-defined and cannot be edited or removed.
- Once you’ve made the desired updates, click Save to apply your changes.
- Click Cancel to discard any unsaved modifications.
Third Party Contract Template
Follow these steps to customize the Third Party Contract Template:
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Navigate to Admin
- Modify the desired field details by following the same steps above, and click Save to apply the changes.
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