Skip to main content
A template is a question set: the controls you expect a vendor’s evidence to cover, grouped into domains. When you run an evidence review, every item on the template gets an answer. Find templates under Assessments → Templates. Templates page listing built-in and custom templates, with one open showing its domains and items

Built-in and custom templates

  • Built-in templates are maintained by VendexLabs and are read-only. Anyone can preview one or duplicate it to customize.
  • Custom templates belong to your organization and can be fully edited.
Your organization has one active template, which evidence reviews use by default. You can still pick a different one for any single analysis.

Build a template

1

Start from a copy or from scratch

Duplicate a built-in template to start from a proven set, or create a blank one.
2

Add domains

Group related controls into domains, for example Access control, Encryption, or Incident response.
3

Add items

Each item is one question. Give it a short label and, optionally, guidance on what counts as evidence, for example “A documented policy reviewed in the last 12 months.” Guidance makes the verdicts sharper.
4

Set it as active

Make the template active so new evidence reviews use it.
Changing a template doesn’t rewrite past reviews. Each review records the template it ran against.

Templates, playbooks, and criteria

These three words mean different things in VendexLabs: A playbook can name the template that usually goes with it. You can also create and edit templates from Claude with the Claude connector.