Compliance, Risk & Legal · Risk Workflow
Third-Party Risk Management
Standardize how your team handles every third-party assessment. The template ships with 6 stages, 8 fields and 4 automations you can adjust…
Explore templateData Processing Agreement Review Template
A ready-to-run workflow that helps legal teams review data processing terms before a supplier handles any personal data. 6 stages, 8 pre-built fields and 4 automations, live in about 30 minutes.
- Stages
- 6
- Fields
- 8
- Automations
- 4
- Setup
- 30 minutes
Data Processing Agreement Review Review Workflow · Compliance, Risk & Legal
- 1Request raised
- 2Drafting
- 3Internal review
- 4Negotiation
- 5Approval and signature
- 6Executed and archived
Quick answer
The Data Processing Agreement Review template is a pre-built compliance & risk workflow used to review data processing terms before a supplier handles any personal data. It runs across 6 stages, from request raised to executed and archived, captures 8 standard fields including counterparty and sub-processors, and applies 4 automations so routing, checks and record-keeping happen without manual chasing.
What the Data Processing Agreement Review template does
The template gives the DPA review process a defined shape. Submission captures 8 fields up front, which removes the back-and-forth that normally follows an incomplete request. From there the record moves through 6 stages, each with its own owner and exit condition, and 4 built-in automations apply checks and routing consistently rather than depending on who is available. It suits legal teams in technology that need control and an audit trail without adding administrative work, and it syncs with DocuSign and SharePoint.
The problem it solves. DPAs are signed as a formality without checking what data is actually processed or where it is stored. The template replaces that with one record, one owner and one visible status.
The Data Processing Agreement Review workflow, stage by stage
Every DPA review follows the same 6 stages, so anyone can see where a record is without asking. Stages, owners and exit conditions are configurable if your policy differs.
-
Request raised
The business team raises the DPA review with counterparty, value, term and the commercial outcome they need.
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Drafting
The right clause set and template are selected, and the first draft is generated against the approved playbook.
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Internal review
Legal, finance and the business owner review in parallel, with every comment captured against the version.
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Negotiation
Redlines and counterparty versions are tracked so the team always knows which version is live.
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Approval and signature
Approval routes by value and risk, then the agreement goes out for e-signature from the same record.
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Executed and archived
The executed agreement is stored with its key dates, obligations and renewal reminders already set.
The data this template collects up front
These 8 fields are pre-configured on the intake form. Mandatory rules, picklists and validation are already applied, so a DPA review cannot progress with gaps in it.
- Counterparty
- Data categories processed
- Processing purpose
- Storage locations
- Sub-processors
- Transfer mechanism
- Retention period
- Approval
The manual steps this template removes
Data category and location capture
Zapro applies this to every DPA review as it enters the workflow, so nobody has to remember to do it.
Sub-processor list maintained per vendor
Configured once during setup, then enforced consistently on every record without further effort.
Transfer mechanism validation
It triggers the moment the condition is met, so nothing waits on someone noticing it first.
Re-review trigger on sub-processor change
This runs as a built-in rule, which removes the follow-up chasing that usually surrounds it.
What teams get out of this template
- Risk assessments are proportionate to the exposure
- Evidence is stored against the vendor, not in a shared drive
- Re-assessment happens on schedule automatically
- Regulators and auditors get a complete trail on request
- The team can review data processing terms before a supplier handles any personal data from a single record
Manual process versus the Data Processing Agreement Review template
| Aspect | Manual process | With the Zapro template |
|---|---|---|
| Dpa review handling | DPAs are signed as a formality without checking what data is actually processed or where it is stored | One workflow that helps you review data processing terms before a supplier handles any personal data |
| Status visibility | Chase people on email or Slack to find out where it is | Live status on every record, visible to requester and approver |
| Approvals | Forwarded emails with no record of who approved what | Rules-based routing with a time-stamped approval trail |
| Data quality | Re-keyed between spreadsheets and the ERP | Captured once, validated at entry, synced to the ERP |
| Audit readiness | Evidence reassembled from mailboxes at audit time | Complete trail generated as the work happens |
Systems this template connects to
Zapro connects to your existing systems so this template becomes part of the process rather than another place to check.
- DocuSign
- SharePoint
- Zapro Vendor Master
- Slack
- Microsoft Teams
- Zapro Supplier Portal
Guides that go with this template
- Vendor Management
The Zapro product page behind this template and everything it connects to.
- Vendor Management Guide
Managing supplier risk as part of the vendor lifecycle.
- Vendor Management System
Where risk, documents and compliance data live.
Data Processing Agreement Review template FAQs
What is the Data Processing Agreement Review template?
It is a pre-built compliance & risk workflow in Zapro that lets legal teams review data processing terms before a supplier handles any personal data. Each DPA review is captured on an 8-field form, moves through 6 stages with a named owner at each step, and is supported by 4 automations covering routing, validation and record updates.
How long does the Data Processing Agreement Review template take to set up?
Most teams have it running in about 30 minutes. The stages, fields and automations are already configured, so setup is mainly adjusting approval thresholds, field labels and owner assignments to match your own policy.
Who uses the Data Processing Agreement Review template?
Primarily legal counsels, working with compliance officers and risk managers. It is most commonly used by legal teams in technology, though the workflow itself is not sector-specific.
Can assessment depth vary by supplier tier?
Yes. Questionnaire length and evidence requirements are driven by risk tier, so low-risk suppliers are not put through an enterprise-grade assessment.
Is re-assessment automatic?
Yes. Zapro schedules the next assessment based on tier and last review date, and raises it without anyone tracking dates manually.
Run your Data Processing Agreement Review process in Zapro
Zapro ships with this template plus the rest of the procurement and vendor management suite. Start with the DPA review process and expand into sourcing, contracts, invoices and spend when you are ready.