Templates and the marketplace

The Marketplace is Alchex's library of ready-made starting points: document templates you can adopt as your own policies and procedures, and agents that check a topic against evidence. Open it from Marketplace in the sidebar.

Nothing in the Marketplace is live in your workspace until you download it. Browsing is safe, and browsing is free of side effects.

Finding something

The page has three tabs — All, Agents, Documents — plus a Frameworks filter and a search box (Search by clause, topic, or name…). Search matches the item name, the topic, and the clause it addresses, so you can arrive from either direction: "what covers supplier security" or "what covers clause 8.1".

Items that are shared across the standards in your catalog appear under every framework, so a general-purpose procedure shows up wherever it is relevant rather than hiding under one heading.

Each card shows the item type, a short What it checks summary for agents, and a Downloaded badge if your workspace already has a copy. That badge is workspace-wide, not team-wide — if a colleague in another team downloaded the item, you will see it marked as downloaded.

If nothing matches, the page says No items match and suggests changing the type filter or clearing the search.

Looking at an item before you take it

Open any card for the full item page. Depending on the type you get some of:

The preview is genuinely read-only and deliberately partial — it notes that the full document is available after you download it. The item page also shows who published it, the version, the date, and where a copy will land, plus a More documents like this strip with Browse all.

Downloading a copy

Choose Download v{version} to open Download to a team. Three things happen there:

• Pick the team. Each team you can author in is listed with your role. Agents land in that team's Controls; documents land in its Governance, as a draft ready to edit and publish.
• Name it. Name in your workspace is prefilled with the item's name. Renaming here renames your copy only — the catalog item is untouched, and you can rename again later.
• Confirm. The copy is created and the item switches to Downloaded — open your copy.

A few rules are worth knowing:

• You always get the latest version. There is no way to pin an older one.
• You need author access. If you have none in any team, the dialog says so and there is nothing to download to. Choosing a team you are not a member of is refused outright rather than quietly redirected. See Permissions.
• Downloading again is allowed and makes a second, separate copy. It does not overwrite the first.
• Failures create nothing. If the download errors you get Couldn't download. Nothing was created. and a Retry.

Bracketed fields and answers

Templates are written with bracketed choices where the author expects your specifics — a review frequency, a permitted-or-not decision. Where Alchex knows the answer, it is filled in before the document is created, so your first sight of the document is already yours.

Anything unanswered stays exactly as the author wrote it. The remaining brackets are the outstanding questions — there is no separate checklist to keep in sync, and Alchex never invents an answer to fill a gap.

Taking a whole set at once

When Ask Alchex proposes a set of missing documents, it offers them on one card — Add this document set to your workspace — with a checkbox per document so you can uncheck any you do not want, and a single Approve & add button. Answers you gave are applied across the set, and each template keeps only the answers it actually asks for.

The result is honest about partial success: if some documents could not be created, the card tells you how many landed and how many failed rather than rolling everything back.

Related

• Creating documents — starting from scratch instead.
• Controls and evidence — what a downloaded agent does once it has evidence.
• Publishing — turning your copy into a version people read.