Carta open forum

 View Only

 Available fields for LLC Templates

Monica Brisnehan's profile image
Monica Brisnehan posted 06-21-2024 09:23

I am creating a new grant agreement document template.

Our standard template uses the state of residence of the grantee/unitholder as a field. Although this information is readily and regularly captured in the Interest Holder  database,  this is not one of the available fields for creating a template. 

Is there a way to request additional fields that can be made available?