---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create a questionnaire or document request template

# Create a questionnaire or document request template {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can reuse questionnaire templates and document-request templates to speed up the creation of new questionnaires and document requests.

## Before you begin

Role required: admin or sn_vdr_risk_asmt.vendor_risk_admin

## About this task

When defining a template, you specify whether questionnaires or document requests should require electronic signatures for the third party, the reviewer, or both as mandated by your organization's rules or federal regulations.
See the following optional steps for information about copying existing questionnaire templates.
{#create-questionnaire-template__id_bxz_wwv_szb__entry__2}

| Term | Description |
|-|-|
| Metric or Assessment metric | A single question within a questionnaire template. |
| Metric type or Assessment metric type | A questionnaire template. |
| Category or Assessment category | A set of related questions within a questionnaire template. Note: There can be multiple categories within a metric type. |
[Table 1. Terminology in TPRM]

{#create-questionnaire-template__id_bxz_wwv_szb}  
Note:  
A questionnaire template must have at least one category. Each category must contain at least one question.

## Procedure

1. Navigate to one of the following locations:  
   * AllThird-party Risk ManagementAssessment setupQuestionnaire Templates or Third-party Risk ManagementAssessment SetupDocument Request Templates.
   * WorkspacesVendor Management Workspace, select the list icon ![]() and then navigate to Assessment setupQuestionnaire Templates.
   {#create-questionnaire-template__ul_zck_crf_c2c}
2. Complete one of the following options to create a new template or copy an existing template.

   | Option | Description |
   | Create a new template | 1. Select New and then fill in the form. For descriptions of all these fields, see [Assessment metric type form](https://servicenow-prod.fluidtopics.net/msT6OjUnh_P9S2jC9qG~Xg "Use the assessment metric type form to capture all the information that you need to create a questionnaire template using the Third-party Risk Management application. As a third-party risk admin, you can create a questionnaire template."). 2. Select Submit Any other templates associated with this template are shown as related links or tabs. Note: After saving your questionnaire or document request template, you can select the Edit in Designer related link to make additional edits using the designer.. {#create-questionnaire-template__ol_r5n_ymr_g2c} |
   | Copy and customize an existing template | 1. Open an existing questionnaire template by selecting the one you want from the Assessment Metric Types table. 2. Select Copy and make any necessary updates. A copy of the questionnaire template has been created and is shown in the Assessment Metric Types table. |
   |-|-|

   {#create-questionnaire-template__choicetable_ctx_vmr_g2c}
**Related concepts**   

* [Assessing your third-party risk](https://servicenow-prod.fluidtopics.net/HhMe7LKkoxctYhTzh0d5Aw "Use Third-party Risk Management to identify and assess potential risks that are associated with your third-party relationships. The information gathered from internal questionnaires, external questionnaires, and documentation requests helps you to understand the third party's risk profile, determine the appropriate risk mitigation strategies, and determine whether the third party or engagement meets all necessary compliance requirements.")  
**Related tasks**   

* [Create an external assessment](https://servicenow-prod.fluidtopics.net/OsRUS7II7EVkcaW_YAOWrw "Create an assessment and initiate the third-party risk assessment life cycle using Third-party Risk Management. An external assessment specifies the details for the third party or engagement and defines the plan for completing the assessment.")
* [Create an issue generation rule](https://servicenow-prod.fluidtopics.net/mc3UH~l8AlOJETYSLDjH2w "Create an issue generation rule that will automatically create an issue based on question responses to external assessments. Issues help ensure that your concerns about a third party or engagement are remediated.")

*[\>]: and then