Adding custom notes to a policy in Vanta helps teams capture important context, clarify intent, and ensure the policy reflects how things work in your organization. While Vanta’s templates provide a strong starting point, custom notes let you layer in practical details, like tool-specific instructions, team ownership, or company-specific exceptions. This is especially helpful for aligning policies with real-world processes, helping auditors understand how a control is implemented, or guiding internal teams responsible for following the policy. In short, custom notes make your policies more useful, more actionable, and more aligned with your day-to-day operations.
Adding Custom Notes to Policies
From the left-hand navigation panel, select Policies
Open the policy you would like to add a custom note to
Add a note to provide additional context to Vanta users
Select Save note
If multiple people are adding notes, adding the date and the name of the user writing the note can be helpful