Edit a Vendor Questionnaire Template

You can update a template at any time: rename it or modify the questions within it. Changes apply only to future questionnaires and do not affect those already sent.

Edit the Template Name

1. Navigate to Risk → Vendors using the left navigation panel.

2. Click the Settings icon at the top right of the page.

3. Select the Templates tab.

   

4. Click the Edit icon next to the template you want to rename.

5. Enter the new name and click Save. The template name is updated immediately.

Edit Questions in a Template

1. Navigate to Risk → Vendors using the left navigation panel.

2. Click the Settings icon at the top right of the page.

3. Select the Templates tab and click the template you want to edit.

   

4. Click the Edit to make changes to the question.

5. Click Delete to remove a question. The template is updated and reflected in all future questionnaires that use it.