With Finding Libraries, you can reuse findings information and continuously build your organization’s knowledge base. By linking libraries to specific field templates, you can now manage custom fields alongside standard finding data.
Creating a Finding Library
The first step is to create a Finding Library to house your templates.
Open Settings from the left-hand dashboard.
Navigate to Finding Libraries.
Click + Add Finding Library (or edit an existing one).
Fill in the Name, Description, and Status.
Select the Default Finding Template Status.
Select a Finding Fields Template: Choose a template from the dropdown. This ensures that any finding added to this library retains its custom data.
- Select Managed by team.
- Click Save.
Use Case: Including Custom Fields
If you are using custom finding fields, you must link your library to a specific Finding Field Template during the setup.
Important: If a library is not linked to a template, custom fields will be automatically stripped when findings are added to the library. To maintain data integrity, ensure your library configuration matches your project requirements.
For more details on how to set up these fields, please refer to our Finding Fields: Custom Finding Fields article.
Adding Finding Templates
You can populate your library in two ways: manually creating a template or adding existing findings from a project.
Creating a finding template manually
Click the library name to open it.
Click + Add Finding Template.
Fill in the fields as you would when adding a standard finding in a project. Refer to this article to auto-merge findings with Finding Templates
Click Save.
Adding an existing finding to that library
Before adding findings, make sure the library status is Published (not Draft).
From Finding Details
Open a finding in a project, click the three dots menu, and select Add to Library.
- Choose the desired library.
- In this example, we are adding this finding to the library recently created and Save.
Bulk Add
In the project findings list, select multiple entries and use the Add to Library button at the top.
Data Consistency:
When adding findings to a library, only the custom fields that match the library’s linked Finding Fields Template will be copied.
Managing Templates and Libraries
Once your templates are in the library, you have several management options:
Template Management
- Edit/Delete/Duplicate/Move: Accessible via the three dots menu on the right side of each individual template entry. You can quickly clone a template or move it to a different library.
- Excel Operations: Use the Excel operations button to Export to Excel or Import from Excel. The import process considers the library's specific field settings.
Library Actions
After clicking on a specific library, you can use the Actions menu in the top right corner to:
Edit: Update the library title, description, or change the linked Finding Fields Template.
Delete: Permanently remove the entire library and its templates.
Importing and Merging
Importing From a Library
You can pull full templates directly into your project:
- In your project's Findings tab, click the Import/Export button and choose Import from Library.
- Filter by library and select the templates you need.
- Follow the 4-step wizard to confirm. All imported findings will appear in Draft status and will not be visible to clients initially.
Merging From a Library
The Merge from Library feature lets you update an existing finding with information from a gold-standard template:
Open the Finding Details page and select Merge from Library from the three dots menu.
Choose the template you want to source information from.
- Select the Finding Template whose information you want to merge. (In this example, we have pre-edited the template's description as This is a Finding Template so you can see it updated in the project finding.)
- Click Next, then select the fields you want to merge.
After merging, the selected fields (e.g., Description) will be updated successfully.