> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.dealum.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Creating and using additional message templates

If you regularly send similar additional messages to companies or members with invites, update requests, or similar, you can create reusable templates to save time and keep communication consistent.
Additional message templates can be added to supported system emails and requests, for example when requesting more information, asking for a profile update, or sending an invitation.

* [How to create a template](#6-how-to-create-a-template)
* [Where can templates be used?](#6-where-can-templates-be-used)
---

###### How to create a template

Go to Settings > Preferences > Communication > Additional message templates.
1. Create a new template.
2. Under "For communication related to", choose whether the template is for Company or Member communication.
3. Add a name and message text.
4. Save the template.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803d61f504a71800/kuvatommis-2026-10-20-204807_6gmcm1.png)


* **Choose Company** for templates used when communicating with companies, for example when requesting more information, asking for an update or inviting a company.
* **Choose Member** for templates used when communicating with deal room members, for example when requesting a profile update or inviting a new member.

You can return here later to edit or manage existing templates.
---

###### Where can templates be used?

Additional message templates can be used when requesting information from or sending invitations to companies and deal room members.

**Company-related communication**
* Request more information: Funnel > Open an application > All actions > Request more info.
* Request a reporting update: Funnel > Open an application > Reporting > Request update.
* Request a reporting update from a portfolio company: Portfolio > Investments or Exits > Open a company > Reporting > Request from company.
* Invite a company: Funnel > Add company. Select a template for the additional message included with the invitation.
**Member-related communication**
* Request a profile update: Members > Open a member > Actions > Request profile update.
* Invite a new member: Members > Add member. Select a template for the additional message included with the invitation.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803d61f504a71800/additionalexample_158464d.gif)

Once a template has been created, a Template dropdown appears in the supported message forms. Use it to select the template you want, and the saved message will be added automatically.

You can then review or edit the message before sending it.