Skip to Main Content

Toolkit FAQs

 

I’m thinking about purchasing a toolkit

I need help with my toolkit

Common Errors

Uploading to my shared area



I’m thinking about purchasing a toolkit


What is a documentation toolkit?

Most management system, compliance and certification projects require documented policies, procedures and work instructions. ITGP toolkits are a comprehensive resource, designed and field-tested to meet specific documentation requirements.

The toolkit is a collection of customisable templates written by industry experts to help you produce documentation that meets the requirements of your chosen management system standard.


Why would I want a documentation toolkit?

Our documentation toolkits are designed to minimise the time and money that an organisation spends writing and developing the documents themselves.


What format are the files in?

All our documentation toolkits are compatible with Microsoft Office 2007, 2010 and 2013, and include templates built in Word, Excel and PowerPoint.


Why are there square brackets found in the sample documents?

These square brackets represent content that has been removed for sample purposes. Once purchased, you will see the full content.


Can I print and edit the sample documents?

No, the sample documents contained in this trial cannot be printed or amended. If you purchase the full toolkit you will be able to customise the documents and print as necessary.

 

Will it work in my organisation?

Our documentation toolkits are suitable for organisations of any type or size, whether they are in the public or private sector, and contain the necessary documentation templates and tools for your implementation project. While some document templates may not initially be relevant within the scope of your project, they may prove valuable over time as your business grows.


Is the toolkit a software product that I need to install?

No, it is not a software product that you need to install. However, the documents use a certified macro that enables you to set document classification levels and to quickly fill in certain repetitive fields throughout the documentation templates, such as your company logo, name and address.
Our code has a signed certificate verifying that we are the publishers.

The macro-enabled version is our default download format.

If you require a version without automation, or if you’d like more information, please contact us to continue your purchase offline by emailingssmith@itgovernancepublishing.co.uk or calling +44 (0)333 666 9000.


Will the macros work on my Mac or older versions of Word?

No, the macros we have created do not work under these versions. The macros allow you to populate relevant fields in the documentation with your business details. The issue between the two versions of Office (running on Windows vs running on Mac) is that the Office VBA module and content controls supported on Windows PC are not supported by Office on Mac, and our templates have been built in a Windows Office environment using such features. 

The toolkit will still function on a Mac or with older versions of Office, but repetitive fields that would have been completed by the macro will not be populated and will have to be completed manually.

If you have a Mac or an older version of Word, please contact us and we can send you the relevant toolkit. Please email us at ssmith@itgovernancepublishing.co.uk or call +44 (0)333 666 9000.

How will I receive the documents?

All documentation toolkits are electronically fulfilled, and you will receive your sales receipt and download instructions immediately after you have completed the purchase.


What support do I receive?

The full toolkit comes with 12 months’ drafting support, which entails assistance setting up, customising, and using the templates, including help interpreting the document structure. Drafting support does not extend to consultancy and implementation advice, as the toolkit is a project resource, not an out-of-the-box solution. Documentation toolkits, like the standards to which they relate, are designed to be used by organisations of all types and sizes. Organisations may need to develop specific content relevant to their internal processes and activities.


Can we use the toolkit for multiple companies?

Our copyright notice does not allow for this. You can only use the toolkits once per organisation. If you require more than one toolkit, we do offer a distributor’s discount. Please contact us at ssmith@itgovernancepublishing.co.uk or call +44 (0)333 666 9000 for further information.

 

Can I see more sample documents before purchasing?

We would be more than happy to help with that. Please contact us at ssmith@itgovernancepublishing.co.uk with the document that you would like to view. All documents can be found in the contents list.

Can I buy only specific documents?

Yes! You can find out more information on individual templates here. Or alternatively look at our new Build Your Own Toolkit service.

What payment methods can I use to purchase the toolkit?

You can purchase our toolkits straight from our secure payment platform, but we do have alternative options. Please contact us at ssmith@itgovernancepublishing.co.uk or call +44 (0)333 666 9000 if you would like to use an alternative payment method.

Can I purchase more than one toolkit?

Of course! We have no restrictions in how many toolkits can be purchased at a time. Some of our toolkits can be integrated with each other through bolt-ons. Please let us know if you would like further information.

Can I speak to someone if I have any queries?

Absolutely. You can speak to our friendly team who are always happy to help. You can contact them at ssmith@itgovernancepublishing.co.uk or call +44 (0)333 666 9000.


Are the toolkits fit to use ‘straight out of the box’?

Toolkits are not an out-of-the-box solution for your project, so you will need to do more than ‘fill in the blanks’. Our documentation toolkits provide a framework for documenting your project, with content and guidance written by experts. You will need to ensure the templates are edited to truly reflect the nature of your business and the environment within which it operates.


Compliance, management systems and certification projects are complex and require a lot more work than just documentation, and this should be considered when purchasing a toolkit.


Will I be entitled to updates?

We provide a free 12-month update service, ensuring that you get all recent updates with any improvements and changes that we make. Your feedback is vital to the development of our toolkits, as is the consultant and client work we do, so please get in touch and let us know if you find that there is room for improvement.


Do you offer refunds and returns?

As documentation toolkits cannot be physically returned, we are unable to offer refunds. Please check that your chosen format is suitable for your computer environment before completing your purchase.
For more information, please see our terms and conditions. If you have any concerns, please contact us at ssmith@itgovernancepublishing.co.uk.


I need help with my toolkit


My toolkit is flagged as having malware. Is it safe to download?

Yes, all our toolkits are free of any malware. We are aware of an issue, especially with Microsoft Defender, where our toolkits are flagging up as malware. This is a false positive caused by the macros within the toolkit. We are working with Microsoft to resolve this issue.


I’ve downloaded the file – how do I extract and access the files?


The files are provided in a compressed folder, so you will need to extract the files to a location on your computer. Opening the templates without extracting them first will open them in read-only mode, so you won’t be able to start working effectively.
To extract your files, follow these steps:
Save the zip file to your desktop by right-clicking the attachment in your email. Click ‘Save As’ and select ‘Desktop’
Once the file has transferred to your desktop, right-click the zip file and select ‘Extract All’
Choose the location where you want to extract the files (this will usually already have identified the same location as the zip folder)
Tick the box that says ‘Show Extracted Files’
Click ‘Extract’

What do I do once I’ve extracted the toolkit?

Familiarise yourself with the QuickStartGuide and Guidelines documents – these are in the toolkit’s root folder.


Why doesn’t the document autofill on my Mac?

The content controls (fields) used in the toolkit documents are not yet supported on Macs – if you are unsure if you have been sent the correct version of the toolkit, please let us know. The Office VBA module and content controls supported on Windows PC are not supported by Office on Mac, and our templates have been built in a Windows Office environment using such features.


Can I rename the files in my toolkit?

We recommend that you don’t rename the files until you are familiar with the toolkit and templates. Renaming the documents will break the internal hyperlinks between the documents, and those links can be valuable when you are starting out on your implementation project.
Once you have identified which documents you need for your implementation project, you can export them to a separate folder and rename them in line with your organisation’s style or business management system (BMS).


Are the toolkits fit to use ‘straight out of the box’?

Toolkits are not an out-of-the-box solution, so you will need to do more than ‘fill in the blanks’. Our documentation toolkits provide a framework for documenting your project, with content and guidance written by experts. You will need to ensure the templates are modified to truly reflect the nature of your business and the environment within which it operates.

Why are the files named the way they are?

Many project implementers use the document templates alongside a copy of the Standard. We assign our document references based on an abbreviated prefix (typically the specific management system standard or legislation – e.g. ISMS), a reference to the document type (document or record) and a numerical identifier (correlating to the clause or requirement within the Standard). By referencing them like this, you can easily navigate your way around the toolkit and validate your progress against the Standard. There is a guide in your toolkit that further explains the use of prefixes, suffixes and numerical identifiers.

File Names


Can I amend the documents?

All toolkit documents are designed for you to amend and add your own company information.


Why can’t I see all the documents noted in the contents list?

Check the location that you extracted the files to – Windows has a character limit on file naming (278 max). Copy the zip folder to your desktop and then extract the files from there.


Can I use the toolkit for multiple companies?

Our copyright notice does not allow for this. You can only use the toolkits once per organisation. If you require more than one toolkit, we do have a distributor’s discount. Please contact us at ssmith@itgovernancepublishing.co.uk or ring us on +44 (0)333 666 9000 for further information.

Can I publish the toolkit?

Once you have finished amending the toolkit and have established your own policies using the templates provided, yes, you can share these with third-parties. However, our copyright licence notice MUST be present at the bottom of such documentation. Please see Clause 12 of the copyright agreement. If this is not included, you will be in breach of copyright. You cannot share the ‘blank’ templates before customisation

Am I due an upgrade?

We try to ensure all relevant updates are sent out to customers who purchased their toolkit within the last 12 months. If you are unsure whether you are entitled to an upgrade or update, or whether you were sent the correct files, contact us here with your customer receipt number or invoice number. We will check for you and get any updates sent out as soon as possible.


How do I report an issue with the toolkit?

Please email us with details of the issue(s) you are experiencing (any screenshots of errors are helpful) at ssmith@itgovernancepublishing.co.uk along with details of the toolkit you purchased. We work on these as a priority and will do our best to provide a fix or solution.


Do you offer refunds and returns?

As documentation toolkits cannot be physically returned, we are unable to offer refunds. 
For more information, please see our terms and conditions. If you have any concerns, please contact us at ssmith@itgovernancepublishing.co.uk.


Common Errors


Run-time error ‘6222’

Error 6222


This is usually caused by a stray comma at the end of the last document classification entry. You’ll need to remove these and resave the UserInput.xlsx file. You should no longer receive the run-time error message when opening the toolkit’s Word files.


Run-time error ‘52’

Error 52


It’s likely the file path for your logo is wrapped in quotation marks or inverted commas. Try removing these in the UserInput sheet and this should start working again. 

 

You might be requested to enter a password

Password Error

This error usually occurs when pasting information into a cell on the UserInput sheet (in this case the logo URL). The pasting has changed the format and locked the cell. To prevent this error occurring, you need to paste the information into the formula bar at the top of the spreadsheet rather than directly into the cell.


Run-time error ’53’


Error 53

This error usually appears when the toolkit has been saved in a shared location. The UserInput sheet does not work in shared locations such as OneDrive because they use temporary file paths whereas the UserInput sheet code/macro uses fixed file paths. If you want to benefit from the functionality and import the toolkit into OneDrive, please see the information under “Shared locations” below.




Shared Locations



UserInput sheet


The UserInput sheet doesn’t work in shared locations because they use temporary file paths – the UserInput sheet code/macro relies on fixed file paths (like hyperlinks), whereas when a document/file is downloaded from a shared drive it uses temporary locations. 

If you want to benefit from the UserInput sheets’ functionality and import the toolkit into an online environment, take the following steps:

1. Make the UserInput amendments on your desktop/local drive. 

2. Once you are happy with the import from the UserInput, save all the toolkit files as .docx/.xslx as opposed to .docm/.xlsm ready for uploading to the online environment. Do this by going to ‘Save As’ and from the ‘Save As type’ field, select Word Document (.docx) – see screenshot below.

Save Error



3. There will then be two versions (it won’t overwrite the .docm file) of the document and you will be able to archive the UserInput sheet and the .docm/.xlsm files – to retain an ‘original’ copy – and upload the files that are .docx or .xslx to SharePoint or another online environment. 


 

Uploading the macro-enabled documents to an online version of Office

To save ‘Online Ready’ files from the macro-enabled file (This can be SharePoint, Google Docs, 365, etc.):

1. Set up the templates using the UserInput sheet and edit the content of the documents to ensure they are a true reflection of your organisation’s environment.
2. Create a folder within the working toolkit called ‘Online Ready’ – here you will store templates that will eventually go onto your CMS 
3. From within the Word document (for example, GDPR DOC 1.0) Go to ‘File’.
4. Select ‘Save As’.
5. From the list of recent folders (on the right-hand side of the panel) select ‘Online Ready’ (that will be within your GDPR Toolkit folder).

Note: You can change the filename of the document (for example: Data Protection Policy) at this stage if you prefer, but once you’ve done this the hyperlinks will no longer click through to other documents.

6. From the drop-down field ‘Save As type’ select ‘Word Document’ (not Word 97-2003 Document).
7. Click ‘Save’.
8. In your Online Ready folder, you will now have files that are ready to share with the organisation (via SharePoint, other CMS Intranet, etc.).

Loading...