> ## 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.

# Templates Overview

> Explaining what Templates are and how to edit them

Each Template is a document that we've converted into a workflow on Transact. Here you can preview your Templates as a specific investing entity and also make edits to the description investors see when they enter.

### Template Click-through Guide

<Frame>
  <iframe src="https://app.storylane.io/share/nrr9aedhun4s" width="1000" height="600" />
</Frame>

## How can I add a new Template?

New Templates have to be set up by our Support team. Please contact us at [portal@angellist.com](mailto:portal@angellist.com) 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!

*Please note that adding these Templates may or may not be apart of your Transact subscription. This will be discussed as part of your request.*