Version 4.11.0 introduces reusable cover note templates and smart placeholders across all summary templates, helping assessors save time and maintain consistency.
Partner Suites
Management Suites
Assessors can now create and reuse Cover Note templates from the Summary Templates section, making it easier to maintain consistency across assessments.
Unlike other summary templates which apply to specific risk categories and sections (Header/Footer summaries), Cover Note templates apply to the assessment as a whole.
Cover Note templates support two application modes:
Templates can also be filtered by Environment Template, ensuring that only relevant templates appear for each assessment type.
All summary templates, Cover Note, Header, and Footer, now support smart placeholders: special tags that are automatically replaced with real data from the assessment when a template is applied.
Available placeholders include:
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