CI Templates


A common frustration among users is consistency across workspace set-up. With CI Templates, Compliance allows our clients to create or import their own workspace templates.

When using Templates, each workspace created is built using the desired template, so all views, features and security settings are the same across all workspaces in the environment. CI Templates also allows you to have multiple templates, for example, a template for SEC matters and a template for Employment matters. Not only does the use of Templates streamline time to set up your workspaces, it improves user experience by having a unified look, feel, and user functionality to each workspace.

 
 
 

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