Skip to main content

How do I create a new template in Atlas ISO?

Adding a new template to ISO

Hayley Jones avatar
Written by Hayley Jones
Updated over 2 weeks ago

Who Can Create Templates?

  • Only ISO Service Owners can create and edit templates.

Steps to Create a New Template

  1. Go to the ISO Certification Menu

    • Open Atlas ISO.

    • Navigate to:

      Documents > Client Registers > ISO Template Library

  2. Find a Template

    • Browse all available templates.

    • Or use the Filter by box to search for a specific template.

  3. Copy and Populate a Template

    • Click Copy on your chosen template.

    • Follow the on-screen prompts to fill in the template with your details.

  4. Edit Existing Templates

    • You can also edit templates in the same section.

Important Notes

  • Atlas Full vs. Atlas Lite:

    • If you use Atlas Full, you can create and edit templates directly in the platform.

    • If you use Atlas Lite, you must download the template to make changes.

      • To learn about all features or to upgrade, contact the New Business team.

Did this answer your question?