Create a template in Titan Assess

This feature is included with Titan Assess.

Templates are the foundation of security assessments in Titan Assess. They define the structure and questions vendors or internal teams answer during an assessment, ensuring you collect the security information that matters most to your organization.

To get started, go to My Network > Templates.

This article covers the different ways to get a template into Titan Assess, whether that's a built-in template or a custom one you build yourself. Once your template exists, see Set up template questions and scoring for how to set up individual questions, LLM evaluations, and risk scoring; the same steps apply no matter which method below you used to create it.

Use a built-in template

Using a built-in template means your assessments align with industry expectations from day one, with no setup required. Titan Assess includes three industry-standard templates by default:

• CAIQ Lite is a streamlined version of the Cloud Security Alliance's (CSA) Consensus Assessments Initiative Questionnaire. It is designed for assessing cloud service providers and maps to widely recognized cloud security controls, making it a trusted starting point for evaluating vendor security posture.
• SIG Lite is a condensed version of the Standardized Information Gathering (SIG) questionnaire, developed by Shared Assessments. It covers a broad range of risk domains, including cybersecurity, privacy, and operational resilience, and is commonly used in third-party risk management programs.
• SIG with LLM Evaluations Demo is a sample SIG-based template pre-configured with AI evaluations on several questions, so you can see how AI evaluations work before configuring your own. See Set up AI evaluations in the Set up template questions and scoring article for details.

To start from a pre-built template, select an available option and edit the template as needed. Once done, select Save template.

Create a custom template

When your organization has requirements beyond a standard questionnaire, create a custom template. Custom templates give you full control over the questions and structure of your assessments, so you can tailor the review process to your industry, internal policies, or particular vendor relationships. Create a template using one of the four options below.

Use the editor

1. Go to My Network > Templates.
2. Select New template > With Our Editor.
3. Enter a name and select Continue.
4. Click each section in the template to customize it.

Upload a JSON file

If you already have a template defined as a JSON file, for example, one exported from another system, upload it directly instead of rebuilding it question by question. Go to My Network > Templates, select New template > Upload JSON File, then select your file.

The file must be valid JSON and match the required template structure (sections, questions, and answers). If anything doesn't match, the upload fails, and the error message names the fields to fix. Correct them and upload the file again.

A few things to know before you upload:

• The template name comes from the file itself, not the filename you upload.
• Uploading requires permission to manage Due Diligence questionnaires. Creating a Global template (shared across your organization) also requires admin permissions.
• If you upload to an existing template, it replaces that template's contents and keeps its current name. Confirm you're updating the right template before you upload.

Import your own template with Auto Import

Auto Import from File uses AI to identify the questions, answers, and sections in an existing questionnaire and turn them into a template.

Note: Because the import is interpreted rather than copied exactly, review the preview carefully before you confirm.

To import a template:

1. Go to My Network > Templates and select New template > Auto Import from File.
2. Upload your file. Supported formats are Excel (.xlsx) and Word (.docx).
3. Wait for the file to be processed. This usually takes a few minutes, and longer for large or multi-sheet files. A progress indicator shows how far along the import is.
4. Review the parsed template in the preview panel. Check that it identified questions, answers, and sections correctly before continuing.
5. When the preview looks right, select Yes, Create Template in the footer to confirm. Nothing is saved until you confirm, so you can start over if the result isn't usable.

Auto Import works best with a clearly laid out file, for example, a spreadsheet with one column of questions and one or more columns of answers. Scattered layouts, merged cells, and heavy formatting are harder to interpret and usually need more correcting afterward. If the preview isn't quite right, fix it with the built-in AI editing assistant. See Edit with Titan Agent in the Set up template questions and scoring article.

Import a template from SSC questionnaires

Import from SSC Questionnaires lets you bring in existing questionnaire templates from the SecurityScorecard platform, so you don't have to rebuild them in Titan Assess.

Note: This option is only available to organizations that log in to Titan Assess with their SecurityScorecard login.

Select New template > Import from SSC Questionnaires on the Templates page, then choose the template you want to import from your existing templates.