> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/onboarding-and-reviewing/risk-assessment/managing-cra-templates.md).
# Managing CRA templates
Learn how to upload and manage CRA templates used for automated risk assessment during client onboarding in Trustform.
## Upload CRA Templates
To upload CRA templates, follow these steps:
{% stepper %}
{% step %}
#### Go to CRA Settings
Click your user name in the top-right corner of the dashboard and select **CRA Settings**.
{% endstep %}
{% step %}
#### Upload CRA templates
Click **Upload** and add separate CRA templates for each client type you work with (for example, Individual, Corporate, Trust, Partnership).
{% hint style="warning" %}
Ensure each template follows Trustform’s required format.
{% endhint %}
{% endstep %}
{% step %}
#### 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.**
{% endstep %}
{% endstepper %}
## 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.
