This tab provides a visual representation of your completed audit template.
It displays the most recent version of the template.
It also provides key statistics, advising you on the total number of sections and requirements within that template version.
Important: This is preview only and is entirely non-interactive. You cannot make any changes or interact with the content directly from this view.
To modify the template, you must click either Create Draft (if no draft currently exists) or Edit Draft (if a draft is in progress), located at the bottom right hand side of the screen.
Version History
The Version History button provides direct access to all past iterations of your template.
Clicking on Version History will present a list of all previous versions of the template.
Clicking on any specific version in this list will take you to the template builder, displaying that particular template version.
Note: While you can view the content of these older versions, they cannot be interacted with or edited in any way. This functionality is for historical reference and viewing only.
Download PDF
Clicking Download PDF, found at the top right hand side of the page, will automatically open a new window in your browser.
This window will display the audit template in PDF format.
From here, you’ll have the standard browser options to save, download or print the PDF.
Email PDF
To send the audit template as a PDF via email, click Email PDF, also located at the top right hand side of the page.
A pop up window will appear.
In this window, you can enter the email address of the recipient and compose a message to accompany the PDF.
Click Send. A brief confirmation pop up will appear, indicating that the email has been sent successfully.
