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Configure document templates using Document Designer › Microsoft Word based audit report templates using Document designer › Common GRC features › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-06-01 · Official documentation · View source

Configure templates for Document Designer

Configure the template to specify the fields from which data must be obtained and displayed on the audit report.

Before you begin

Role required: sn_grc_doc_design.admin and sn_audit.admin

Procedure

  1. Navigate to All > Audit > Audit Report > Template Configurations.

  2. Select New.

  3. On the form, fill in the fields.

    FieldDescription
    NameName of the template configuration. For example, you can specify Engagement template configuration.
    Business domainGRC business domain from which the template is being configured. In this example, it is set to Audit.
    TableTable on which the report is generated.
    FieldsFields from which data must be displayed on the report. Move the required fields from the Available list to the Selected list.

  4. Select Submit.

What to do next

Create a data relationship path from the template configuration to go to any table that you require. For more information, see Create data relationships.