> 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

## 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**.

<figure><img src="/files/ooatiLOtogH4D7volNau" alt=""><figcaption></figcaption></figure>
{% 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 %}

<figure><img src="/files/IhWofosGCXiRFC9Y19uw" alt=""><figcaption></figcaption></figure>
{% 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.**

<figure><img src="/files/u3FDh48H0zmAthjVFxZD" alt=""><figcaption></figcaption></figure>
{% 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.

<figure><img src="/files/bQ4NtA4ruNwvcFHq7mNk" alt=""><figcaption></figcaption></figure>


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