Featured guide
Create and assess a risk
Learn how to complete CIA and FAIR assessments, add controls, assign treatment actions and manage risk exceptions.
Read the guideCreate a document from a template
Use a governed template to create a policy, procedure, standard, guideline, plan or standard operating procedure.
Outcome
Create a governed document using an existing template, complete its metadata and either retain it as a draft or submit it into the approval workflow.
- The document type and template match the intended purpose.
- Ownership, category, sensitivity and approvers are recorded.
- The content has been reviewed before submission.
- The document appears in Draft or Pending Approval with a clear status.
Before you begin
You need a Document Owner or Policy Manager role, an available template and at least one eligible approver when the document type requires approval.
Document Management is the umbrella workflow.
It covers policies, procedures, standards, guidelines, plans and standard operating procedures. Approval and audience rules can differ by document type.
1. Start from a template
1
Open Document Management
Open Documents, select Create Document, then choose Create from Template.
2
Select the document type
Choose whether the record is a policy, procedure, standard, guideline, plan or standard operating procedure. This choice controls later approval and publication behaviour.
3
Complete the metadata
Enter a clear title, choose the appropriate category and sensitivity label, confirm the owner and select one or more approvers where required.
4
Choose and edit the template
Select the template category and the specific template. Review the generated content and adapt it to the organisation rather than publishing generic wording unchanged.
2. Save or submit
Save as DraftUse when content or metadata is incomplete and should not yet reach approvers.
Submit for ApprovalUse when the document is ready for formal review. PurpleWASP sends it to the selected approver or approvers.
After submission, confirm that the success message appears and the document is visible under Pending Approval.
Expected result
The document has a stable identity, owner and workflow status. Approvers receive an in-app notification and can open the document from their Pending Approval view.
Common problems
The template list is empty
Confirm that a template exists for the selected document type and category. An administrator may need to configure or enable the template.
No approver can be selected
Confirm that eligible users have been mapped to the required approval role.
The document remains a draft
Check required metadata and confirm that Submit for Approval, rather than Save as Draft, was selected.