Templates and Steps

Within an open category, while reviewing the evidence list, you'll notice an options button positioned next to each Evidence, as circled below.

notice the three gray dots circled in pink - that is the options button

Upon clicking on it, the options button will reveal one or two choices depending on the evidence type:

1. Uploading files directly: This option is consistently available as every Evidence necessitates an appropriate document.
2. Using a built in Module: This option involves leveraging one of Complico's Modules—a distinctive, user-friendly, and time-saving feature. One Module example is access to a template from Complico's extensive library, encompassing diverse areas of business.
3. Link to other module: This option will take you directly to one of the internal modules, that can be used in that particular case in order to provide the sufficient process and eventually serve as an evidence for fulfilling the required procedures to comply with the control requirements.

In the example provided below, both options are available.

The arrows are pointing at the two options of actions that can be performed on an Evidence

Selecting 'upload' enables manual uploading of a local file, facilitating the completion of the evidence (Refer to: Frameworks - Uploading a File).

Opting for 'create template' directs us to the template specification page, allowing us to:

1. Provide a title for the document being created.

2. Choose a designated folder for the document.

3. Set an approval workflow.
4. Include recipients for document completion or signature.
5. Utilize the custom recipient order feature.

Our templates feature an advanced documenting engine equipped with a variety of useful tools to streamline your work.

NOTICE: For more information about Documents, folders, and templates - Click Here.

To return to the VICA Guide hub, click here.

To return to the main guide hub, click here.