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How do I copy and edit an existing Privacy Assessment template?
Copying existing assessment templates allows customers to fully customise Privacy Assessments.
You can copy:
- System templates – templates that come out of the box with MetaPrivacy
- Non-system templates – templates that customers have already copied and edited or created from scratch
To copy an existing template:
- Click on Settings > Privacy > Assessment Creator > Create New.
- Add the Template Name and Description, and select whether the template is a Master Record or Non-Master Record assessment.
- If Master Record is selected, choose the master register template you want to copy from the list.
- Click the 'Create' button. You will then be navigated to the editing screen, where you can start customising the assessment.
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