Content Templates¶
A content template is a block of saved text that assessors insert into a rich text editor. Use it for anything that reads the same on every engagement: the methodology section, a scope preamble, a standard disclaimer, the fixed part of a finding write-up. Write it once under Admin, and it is one click away in every editor it applies to.
Creating a template¶
Navigate to Admin → Content & Reporting → Content Templates and click Create Template.
| Field | What it does |
|---|---|
| Title | The name assessors pick from the list |
| Description | One line shown under the title in the picker, to tell similar templates apart |
| Shows On | Assessments offers the template in assessment editors such as the executive summary and scope; Vulnerabilities offers it in a finding's Description, Recommendation and Details |
| Content | The boilerplate itself, in the same rich text editor assessors use, so headings, lists, tables and images all carry over exactly |
| Enabled | Untick to keep the template but hide it from the picker |
The list shows every template with its scope, a preview of its content, whether it is enabled and who wrote it.
Using a template¶
In any editor the template applies to, click the Insert a saved template button on the toolbar. The picker lists the enabled templates for that scope, with a search box for when the list grows.
Pick a template and Faction shows its full content before anything is inserted:
When the editor already has text, the picker asks how the template should land:
- Overwrite replaces everything in the editor with the template.
- Prepend inserts the template above the existing text.
- Append inserts it below.
On an empty editor there is only Insert. Either way the template becomes ordinary editable text once it is in; changing the template later does not change text already inserted.
Templates and AI prompts work together
A template gives you the fixed wording, an AI prompt gives you the engagement-specific part. A common pattern is a vulnerability template that lays out the section headings your reports use, followed by an AI prompt that fills each one in from the finding's details.