> ## Documentation Index
> Fetch the complete documentation index at: https://support.angellist.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Updating Reference Documents

> How to upload, edit, and remove reference documents like PPMs, LPAs, etc

**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:

<Steps>
  <Step title="Processes tab within a Template" stepNumber="1" titleSize="h2">
    Click into a specific Template and it will open up to the *Processes* tab by default
  </Step>

  <Step title="Reference Items are on the right" stepNumber={2} titleSize="h2">
    On the right side, you can take action on any Reference Items.

    <img src="https://mintcdn.com/angellist-im-help/Av-5TMyVT9LYx2Nk/images/ReferenceItemsSC.png?fit=max&auto=format&n=Av-5TMyVT9LYx2Nk&q=85&s=e225cfdd252f32046ac504fcb68d1abd" alt="Reference Items SC Pn" width="976" height="1118" data-path="images/ReferenceItemsSC.png" />
  </Step>

  <Step title="Editing an existing document" stepNumber={3} titleSize="h2">
    *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.
  </Step>

  <Step title="Adding items" stepNumber={4} titleSize="h2">
    Clicking on *Add item* will provide you with the same options as above, except for a new reference item.
  </Step>
</Steps>

<Tip>
  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 ](/transact/templates/template-previewing)
</Tip>