Your templates are divided into pages. Each page can have several template elements organized by groups. High security templates will contain two special pages, a welcome page and a thank you page, that cannot contain input elements. Low security templates will contain only the thank you page, however, you can customize the first page of the template as a welcome page if you so wish.
To add a new page, click the “new page” button located in the page sidebar.
You will be asked to select one of three options:
- New connected page - This option will allow you to choose a page from the account profile and will replicate it in the current template.
- New page copy - This option will allow you to choose a page from any of your templates and will replicate it in the current template.
- New blank page - This option will allow you to create a new blank page for you to customize as needed.
To update a page, click the “edit” button located on the top right corner of the main content area.
To remove a page, click the “remove” button located on the top right corner of the main content area.
To duplicate a page, click the “duplicate” button located on the top right corner of the main content area.
Co-client area or button
If you wish for a page to collect/show information for both the client and co-client, enable the “co-client area or button”. When this option is enabled, the entire page is shown twice for engaged accounts that contain a client and a co-client. Accounts that only contain a client, will see a “add co-client” button when navigating to this page.
Common examples of pages that require a co-client area are “Personal details”, “Employment information”, and any other page that collects information relative to an individual, as opposed to pages that collect information relative to the household.
PreciseFP allows you to add a message that will pop up the first time the client or prospect navigates to a page. Use these messages to instruct your clients and prospects on the information you’re collecting on that page.