Skip to main content
🇩🇪 Auf Deutsch lesen
Templates are preconfigured categories with ready-made evaluation steps. They speed up onboarding and ensure consistent standards.

​
Using a template

  1. Go to Categories
  2. Click Create from Template
  3. Browse available templates
  4. Select a template
  5. Optional: Customize the name
  6. Click Create
The new category contains all evaluation steps from the template. You can then customize, add, or remove them.

​
Available templates

Revisory offers templates for various use cases:
  • Project proposals: Objectives, resources, timeline, risks
  • Reports: Structure, completeness, clarity
  • Contracts: Legal aspects, balance
The template library is regularly expanded. Templates are available in multiple languages.