Managing CRA templates

Upload CRA Templates

To upload CRA templates, follow these steps:

1

Go to CRA Settings

Click your user name in the top-right corner of the dashboard and select CRA Settings.

2

Upload CRA templates

Click Upload and add separate CRA templates for each client type you work with (for example, Individual, Corporate, Trust, Partnership).

Ensure each template follows Trustform’s required format.

3

Manage uploaded templates

Once uploaded, templates appear in the table under the Template column and are applied automatically during client onboarding. You can delete any template and upload a new one at any time.

Notes

Previous versions of CRA templates used in calculations can be viewed in the Applicant → Customer Risk Assessment section – where you can see which template was applied for a specific calculation.