Frequently Asked Questions

No, the use of templates cannot be enforced within the software. The option to start a file without a template always remains available. This is necessary because certain files, such as those from spreadsheet files, cannot be imported via a template. However, it is possible to link all files to a template afterwards.

Yes, if your environment includes standard templates, you can easily start a new file from a template. Follow the following steps in the environment overview.

1. Click new file

2. Select Start from a template

3. Select the template you want to use

4. Name the file

5. Optional: add which risks from the template you want to include in your risk file.

6. Create the file.

The file is now automatically linked to the template.

If you want to load a file via a template, you can download an import file from the relevant template.

1. Open the template file

2. Click on the 3 dots in the top right corner and then Import

3. Select "Download import template for this register"

4. Open the downloaded file in Spreadsheets

5. Copy the cells from your own spreadsheet file into the appropriate cells

6. Load the spreadsheet as a new file.

A file is always linked to a template when you create the file from an existing template.

If your file has already been created but not from an existing template, the quantifying table should always match the template.

Follow these steps:

1. Go to the file and open the settings menu.

2. Select the tab 'Template'.

3. Select here which template to link.

To do this, open it environment overview. Select here 'Templates' and then 'New template'.

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From here, a template can be created in 4 different ways.

1. Start a template from blank.
2. Create a template from a file in the environment. The original file remains.
3. Copy an existing template.
4. Import a spreadsheet; import an Excel export of a risk file as a template.