Templates and co-branding
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      How to set up templates

      How to set up templates to customize your email notifications from the UpGuard platform

      Written by Abi Tyas Tunggal

      Templates let administrators set up templates within the UpGuard platform for:

      This allows organizations to customize their notifications from the UpGuard platform and save time and achieve consistency by setting up templates for re-use.

      To set up templates

      1. Click the Settings cog in UpGuard's top-right corner.
      2. Click the Templates tab. 
      3. Select the tab corresponding with the template you want to edit. 

      How to set your remediation request template

      Our remediation request template lets you set a default title and message for any internal or vendor remediation requests you send through the UpGuard platform.

      1. Click the Settings cog in UpGuard's top-right corner.
      2. Click the Templates tab. 
      3. Select the Remediation requests tab.
      4. Edit the title and/or message to fit your needs.
      5. Scroll to the bottom of the page and click Save template changes.

      The title is plain text and allows you to pre-fill the vendor’s name or your account name using merge tags. In contrast, the default message supports bold or italicized text, unordered or ordered lists, and two merge tags: vendor or account name.

      Once saved, your template is available for use in any new remediation requests. The text will also appear in the notification email and as a message inside the UpGuard platform. Learn more about internal remediation requests and vendor remediation requests.

      How to set your risk assessment template

      Our risk assessment template lets you set the default text for the 4 commentary fields (Introduction, Vendor Background, Assessment Findings and Conclusion) on any new risk assessments conducted on the UpGuard platform.

      1. Click the Settings cog in UpGuard's top-right corner.
      2. Click the Templates tab. 
      3. Select the Risk assessments tab.
      4. Edit the commentary to fit your needs.
      5. Scroll to the bottom of the page and click Save template changes.

      The risk assessment commentary supports bold or italicized text and as unordered or ordered lists. It also supports several merge tags, including vendor name, account name, scores, tiers, custom attributes and labels.

      Once saved, your template is available for use in any new risk assessments created.

      How to set your questionnaire template

      Our questionnaire template lets you set a default title and message for any questionnaires you send through the UpGuard platform.

      1. Click the Settings cog in UpGuard's top-right corner.
      2. Click the Templates tab. 
      3. Select the Questionnaire request and/or the Questionnaire collaborator tab.
      4. Edit the title and/or message to fit your needs.
      5. Scroll to the bottom of the page and click Save template changes.

      The title is plain text and allows you to pre-fill the vendor’s name, your account name, or questionnaire type using merge tags. In contrast, the default message supports bold or italicized text, unordered or ordered lists, and three merge tags: vendor name, account name, and questionnaire type.

      Once saved your template is available in any new security questionnaires you send. The text also appears in the notification email and as a message inside the UpGuard platform. Learn how to send a security questionnaire here.

      How to set your relationship questionnaire notification template

      Our relationship questionnaire notification template lets you set the default subject and message on any new identity breach notifications sent through the UpGuard platform.

      1. Click the Settings cog in UpGuard's top-right corner.
      2. Click the Templates tab. 
      3. Select the Relationship questionnaires tab.
      4. Edit the title and/or message to fit your needs.
      5. Scroll to the bottom of the page and click Save template changes.

      The default message supports bold or italicized text, unordered or ordered lists, and two merge tags: vendor name and account name.

      Once saved your template is available for any new relationship questionnaire notification you send. The text will also appear in the notification email.

      How to set your identity breach notification template

      Our identity breach notification template lets you set the email subject and email body on any new identity breach notifications sent through the UpGuard platform.

      1. Click the Settings cog in UpGuard's top-right corner.
      2. Click the Templates tab. 
      3. Select the Identity breaches tab.
      4. Edit the title and/or message to fit your needs.
      5. Scroll to the bottom of the page and click Save template changes.

      The subject is plain text and allows you to pre-fill the breach name or your account name using merge tags. In contrast, the default message supports bold or italicized text, unordered or ordered lists, and two merge tags: breach name and account name.

      Once saved your template is available for any new identity breach notification you send. The text will also appear in the notification email. Learn how to send an identity breach notification here.

      How to set your Additional Evidence request template

      Our Additional Evidence request template lets you set the email subject and email body on any new Additional Evidence request notifications sent through the UpGuard platform.

      1. Click the Settings cog in UpGuard's top-right corner.
      2. Click the Templates tab. 
      3. Select the Evidence requests tab.
      4. Edit the title and/or message to fit your needs.
      5. Scroll to the bottom of the page and click Save template changes.

      The subject is plain text and allows you to pre-fill the vendor name or your account name using merge tags. In contrast, the default message supports bold or italicized text, unordered or ordered lists, and three merge tags: vendor name, account name and requested document types.

      To learn more about how to send additional evidence requests see How to capture additional evidence
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      How to set your generated report notification template

      Our generated reports template lets you set the email subject and email body on any new generated report notifications sent through the UpGuard platform.

      1. Click the Settings cog in UpGuard's top-right corner.
      2. Click the Templates tab. 
      3. Select the Generated Reports tab.
      4. Edit the title and/or message to fit your needs.
      5. Scroll to the bottom of the page and click Save template changes.

      The subject is plain text and allows you to pre-fill the vendor name and/or the report name using merge tags. In contrast, the default message supports bold or italicized text, unordered or ordered lists, and two merge tags: vendor name and report name.

      To learn more about how to generate reports.

      See Also