Vendor Overview
Describe the service, business owner, use case, and contract status.
4.8
on G2
Free Cybersecurity & Privacy Template
Security and privacy review for third-party vendors
Use this template to security and privacy review for third-party vendors.
| Field | Details |
|---|---|
| Category | Cybersecurity & Privacy |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Describe the service, business owner, use case, and contract status.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Identify data categories, sensitivity, residency, retention, and subprocessors.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Assess authentication, encryption, logging, vulnerability management, and access control.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Summarize SOC 2, ISO 27001, GDPR, HIPAA, or other relevant attestations.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List security, privacy, operational, and contractual risks with severity.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
State approved, conditionally approved, or rejected with required actions. Use concise evidence-based findings and note missing documentation clearly.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Template Structure
Use this cybersecurity & privacy template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Describe the service, business owner, use case, and contract status.
Identify data categories, sensitivity, residency, retention, and subprocessors.
Assess authentication, encryption, logging, vulnerability management, and access control.
Summarize SOC 2, ISO 27001, GDPR, HIPAA, or other relevant attestations.
List security, privacy, operational, and contractual risks with severity.
State approved, conditionally approved, or rejected with required actions. Use concise evidence-based findings and note missing documentation clearly.
Write a vendor security review for [vendor]. Structure with these Markdown sections:
Describe the service, business owner, use case, and contract status.
Identify data categories, sensitivity, residency, retention, and subprocessors.
Assess authentication, encryption, logging, vulnerability management, and access control.
Summarize SOC 2, ISO 27001, GDPR, HIPAA, or other relevant attestations.
List security, privacy, operational, and contractual risks with severity.
State approved, conditionally approved, or rejected with required actions.
Use concise evidence-based findings and note missing documentation clearly.
Acme Analytics provides product usage dashboards for the Growth team. The requested integration sends workspace events and account identifiers.
| Data Type | Sensitivity | Retention |
|---|---|---|
| Account ID | Internal | 24 months |
| User email | Personal data | 24 months |
| Event metadata | Internal | 24 months |
SOC 2 Type II report received, covering Security and Availability criteria.
| Risk | Severity | Mitigation |
|---|---|---|
| User email sent by default | Medium | Hash email before export |
Conditionally approved pending DPA signature and email hashing configuration.
Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.
Use the template manually, or let Docsie generate the first draft from source footage.
Periodic user access review for systems and privileged roles
Notification plan for privacy or security breaches
DPIA for high-risk processing of personal data
Policy for retention, deletion, and archival of data
Runbook for handling privacy and data subject requests
Evidence collection plan for SOC 2 audit controls
Template FAQ
Common questions about using and generating a vendor Security Review.
Q: What is a vendor Security Review?
A: A vendor Security Review is a structured document for security and privacy review for third-party vendors.
Q: Can I download this vendor Security Review as Word or PDF?
A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.
Q: Can Docsie generate this from a video?
A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.