Template Click-through Guide
How can I add a new Template?
New Templates have to be set up by our Support team. Please contact us at [email protected] for the request.What kind of Templates can I add?
Outside of the full subscription booklets, we can create Templates that automate simple documents or are purely for data collection. Here are examples:- Additional investment/contribution forms
- Redemption forms
- Transfer forms
- Collecting signatures on updated PPMs/LPAs
- Banking/Wire instruction updates
- This is an example of a data collection workflow that would request info from the investor for you to store.
- KYC/AML document updates
- We can set up Templates (that change by different investor entities) to collect updated KYC/AML documents
- Any other simple paperwork you find yourself having investors fill out manually!