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Documentation Index

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Reference items are the non-fillable documents (or links) that you can make available for your investors to view and download while they are completing a Transaction. You can add as many documents as you want, as well as edit or remove existing ones through the Template’s Processes tab. Here are the steps on how:
1

Processes tab within a Template

Click into a specific Template and it will open up to the Processes tab by default
2

Reference Items are on the right

On the right side, you can take action on any Reference Items.Reference Items SC Pn
3

Editing an existing document

Editing an item will allow you to delete, preview, or re-upload a new file to replace it.To replace it, you may either re-upload a new file or search through existing files across your Organization.You may also opt to replace the document with an external link.
4

Adding items

Clicking on Add item will provide you with the same options as above, except for a new reference item.
If you want to see where and how your reference items appear, you can preview your Templates via this guide: How to preview your Template as a specific investor type