Documentation Templates
Workspace owners and reviewers can add custom documentation templates to a Workspace which can then be added for your use cases. Navigate to the Docs Templates page under the Management section in the menu to manage documentation templates.
Add a template
Click Add to open the Add a template window. Choose a name and add a description for the template. Click Download to get a copy of the .csv template file. The template has been pre-filled with example input. Replace the example input with the questions that you want to include in your documentation template. Optionally, assign a question to a category or add a subtitle.
If the category column is left completely empty, questions are not grouped at all. If you leave the category column empty only for some questions, those questions are automatically grouped into a category called 'other'.
Save the template file, and upload it in the Add a template window. After clicking Save, the template is now available for all use cases within the Workspace.
Template state
To manage changing compliance needs, it's possible to deactivate documentation templates. Click the action button and select Deactivate. Documentation based on deactivated templates are available in read-only mode in Use Cases, but can no longer be edited. To reactivate a template, click the action button and select Activate.
Deleting a template
Click the action button and select Delete. Keep in mind that this action cannot be reversed. Once a template is deleted, any documentation based on the deleted template in use cases are also no longer available.