# Board Packs and advisory templates
URL: https://docs.autociso.io/product/partner/deliverables/
Description: Generate an AI-drafted board report for a client, edit it, export it as PDF or send it to the client; and build reusable advisory templates that add the same to-dos to several clients at once.

Two things you hand to or reuse across clients: the **Board Pack**, a periodic report for a client's leadership, and **Advisory Templates**, reusable checklists that become open actions for the clients you choose.

## Before you start

- **Board Pack:** Partner Owners and Partner Managers can generate, edit, export and send. Report recipients are set by a Partner Owner in [Partner Settings](https://docs.autociso.io/product/partner/firm-admin/#partner-settings) first.
- **Advisory Templates:** both roles can browse and apply; only Partner Owners can create, edit and delete.

## Board Pack

The **Board Pack** ([reference](https://docs.autociso.io/console/partner/board-pack/)) is a draft written for one client from the data the portal holds about it. The page header shows the client's name.

### Generate a draft

1. Open the client's Board Pack page.
2. Choose the period: **Last 30 days**, **Last 60 days**, **Last 90 days** or **Custom range**.
3. Click **Generate Draft**. Progress reads "Collecting data...", "Analyzing findings...", "Drafting report...".

The report has six sections: **Executive Summary**, **Readiness Trend**, **Top Open Risks**, **Resolved Since Last Report**, **Remediation Priorities** and **Evidence & Audit Readiness**. A **Third-Party Risk Posture** block shows supplier indicators (**Critical missing**, **High-risk**, **Overdue**, **Open findings**) or "No third-party risk data available for this period."

The draft carries an **AI draft** badge. Edit any section in place, then click **Save draft**; the badge changes to **Edited** and the page confirms **Saved**. Click **Regenerate** to start over with fresh data.

### Export or send

| Action | What it does |
|---|---|
| **Copy as Markdown** | Copies the report text |
| **PDF** | Downloads the report as a PDF, with your firm's logo and brand colour from Partner Settings |
| **Send to Client** | Emails the PDF to the client's recipients |

In the **Send report to** dialog, check **Recipients**, **Reply-to** and **Last sent**, then click **Send Report**. The button then reads "Sent" with the time.

- Recipients and the reply-to address come from **Partner Settings → Client Delivery**. If no recipients are saved, Send to Client is disabled ("Add recipient emails in settings first").
- You can send the same report up to 3 times in 24 hours.

**Note — Finding the page**

The console does not yet show a button for the Board Pack on the Portfolio card or the Health Timeline. It opens from the client's report address in the portal (the address of the client's Health Timeline, ending in `/report` instead of `/timeline`).

## Advisory Templates

**Advisory Templates** ([reference](https://docs.autociso.io/console/partner/templates/)) sits under **Library** in the portal menu. A template is a named list of steps. Applying it to clients creates one open action per step in each chosen client's [Action Queue](https://docs.autociso.io/product/partner/manage-portfolio/#action-queue).

Use the type filter (**All types**, **Review Cadence**, **Offboarding Checklist**, **Evidence Blueprint**, **Compliance Preset**, **Remediation Playbook**) to browse. Each card shows its step count and "Applied N times", and an **AI-generated** tag when it was drafted by AI.

### Apply a template

1. Open **Advisory Templates** and click **Apply** on a template.
2. In **Apply template to clients**, select the clients. Only clients in your portfolio are listed ("No organizations in your portfolio." otherwise).
3. Optionally add **Notes** (for example "Q2 review prep").
4. Click **Apply to N clients**. A toast confirms "Template applied to N clients."

### Create or edit a template (Partner Owner)

1. Click **New Template** (or **Edit** on an existing one).
2. Fill in **Template name** (required), **Type** (required) and an optional **Description** and **Tags**.
3. Under **Steps**, click **Add step**. For each step set the **Step title**, **Category** (**Identity**, **Access**, **Offboarding**, **Evidence**, **Compliance**), **Severity** (**Critical**, **High**, **Medium**, **Low**) and **Description**. At least one step is required; **Remove step** deletes one.
4. Click **Create template** (or **Save template**).

**Delete** removes a template after confirmation ("This cannot be undone.").

## Next steps

- [Administer your partner firm](https://docs.autociso.io/product/partner/firm-admin/)