Create a Project Documentation Template

Creating the template is a multi step process:

1. Create the template
   1. Access the Project Documentation Templates section
      1. Access the Project Documents page.
         1. Select the Default GRC context from the context menu.
         2. Click the Projects tab.
         3. Select Documents from the Library group.

            

         

   2. Click Add.

      

   3. Enter the template name and description.
   4. Click Save.
2. Add the documents
   1. Click the desired document template in the Document Templates section.
      

      1. Access the Project Documents page.
         1. Select the Default GRC context from the context menu.
         2. Click the Projects tab.
         3. Select Documents from the Library group.

            

         

      

   2. Click Add in the Document Templates section.
   3. Enter a name for the document template.
   4. Select a category from the drop down list to help classify the document template.
   5. Select a type from the drop down list to describe the document.
   6. Enter a description of the template.
   7. Select a COSO objective, element and attribute from the drop down list as it relates to the template.
   8. Click Save.
3. Link the sample files
   1. Access the Project Documentation Templates section
      1. Access the Project Documents page.
         1. Select the Default GRC context from the context menu.
         2. Click the Projects tab.
         3. Select Documents from the Library group.

            

         

   2. Click the Documentation Template name.
   3. Click View next to the name of the document template where you wish to provide a sample file.
   4. Click Add in the Attachments section.

      

   5. Enter a title and any necessary comments.
   6. Click Browse to locate a file on your computer or server. Or enter the URL.

      Note: The URL format must be http://www.protiviti.com.

   7. Upload Attachment to Sharepoint (Optional): Mark the Upload to SharePoint checkbox and select the document library where the attachment will reside from the drop-down menu.

      Note: This option is only available if you are using the SharePoint feature to manage and edit attachments. For more information, see Manage Attachments Using Sharepoint.

   8. Click Upload.