1/9/2024 0 Comments Microsoft excel template![]() Every control you list must include at least one existing action, and the action may be defined in the Actions tab of the same spreadsheet, be in a different template, or be created by Microsoft. You can add multiple actions by separating them with two semi-colons with no space in between. Whereas the controlName is a reference code, the title is a rich text format typically seen in the regulations.ĬontrolDescription: Provide a description of the control.ĬontrolActionTitle: This field relates your control to one or more actions, listed by their actionTitle. Every controlFamily must be mapped to at least one control.ĬontrolTitle: Provide a title for the control. The same controlFamily can also be listed in multiple templates, though they have no relation to each other. A controlFamily doesn't have to be unique it can be listed more than once in a spreadsheet. You can't have multiple controls with the same name in the spreadsheet.ĬontrolFamily: Provide a word or phrase for the controlFamily, which identifies a broad grouping of controls. Control names must be unique within a template. ![]() The required columns in this tab, which must follow the order provided in the sample spreadsheet, are:ĬontrolName: This is the control name from the certification, standard, or regulation, which is typically some type of ID. You can have multiple templates with the same product/certification combination. Also, a group can't contain two assessments that have the same product/certification combination. The data you insert in the product and certification cells can't be edited after you import the spreadsheet to create or customize a template. You can list multiple services separated by two semi-colons. InScopeServices: These are the services within the product that this assessment addresses (for example, if you listed Office 365 as the product, Microsoft Teams could be an in-scope service). List the product associated with the template.Ĭertification: This is the regulation you're using for the template. It can't share a name with another template you have in Compliance Manager, including your own templates or a Compliance Manager template. ![]() Title: This is the title for your template, which must be unique. If you do this, be sure to add them to the Dimensions tab. You can add your own column after the four columns to provide your own dimensions. The columns must retain the order on the Excel sheet as listed below. ![]() The information in this tab provides metadata about the template. When filling out your spreadsheet with template data, the spreadsheet must include the tabs in the order listed above, otherwise your data won't successfully import to a template. The Excel spreadsheet contains four tabs, three of which are required: If you plan to modify an existing template, start by viewing the template’s details in Compliance Manager and downloading its Excel file. You can use this for reference to create your own file. To view a sample spreadsheet, download an example file. These specifications must be followed for the files to import correctly. For example, in the template used here the cell type "Currency" was chosen for the Financial Information section as reflected in the screenshot below.When creating, modifying, or extending assessment templates in Compliance Manager, you will work with Excel spreadsheets that use a specific format and schema. That's it! Keep in mind that using an Excel template to create a PDF is like printing from Excel - any cell or sheet formatting choices (print area, font, colour, cell content type, etc.) will be carried into the generated PDF. When this template is used with Clio's Document Automation feature, this cell will be filled with the appropriate data related to the Merge Field. Hit "Enter" on your keyboard to save the Merge field tag in the Name Box.Click in the Name Box and type in the Merge Field tag (without angle brackets).Click in the cell where you want the information to be pulled in.To add a Merge Field to an Excel spreadsheet: However, you can give ranges special names by entering text into the Name Box as shown in the screenshot below. Merge fields must be entered as named ranges, which is outlined below.Įxcel ranges are normally referred to by their column letter and row number ("B2" for example).For example, instead of >, the field is entered as Matter.Name Merge fields must be entered without the angle brackets.The steps for adding Clio Merge Field tags to an Excel spreadsheet are a little different than the steps outlined in the " Creating a Template" article.
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