Elements are the most granular object of your template. They can be input elements, that allow the client or prospect to input data, or graphical elements, that only display information to the client or prospect. A template element must always be placed in a group and you can easily resize and move elements to fit your needs.
To add a new element, you must first find or add an empty cell in the desired group. To do so, click any element close to where you want the new empty cell. The clicked element will be highlighted in blue and the element toolbar will appear above it. From here, you can add a new empty row below, by clicking the rightmost button in the toolbar, or a new column to the right of the highlighted element, by clicking the second to last button in the toolbar.
To remove an empty cell, highlight it and click the “X” button in the toolbar.
Once you have an empty cell, highlight it, and click the “+” button in the toolbar.
You will be asked to select one of three options:
- New connected element - This option will allow you to choose an element from the account profile and will replicate it in the current template. Using connected elements is how you can pre-fill your engagements with client data that you already have in the account profile. It’s also a way to store data that clients enter and then be able to share that with other applications that PreciseFP is integrated with.
- New element copy - This option will allow you to choose an element from any of your templates and will replicate it in the current template.
- New element - This option will allow you to create a new element from a wide range of element types.
To update an element, highlight it and click the “edit” button in the toolbar.
To remove an element, highlight it and click the “remove” button in the toolbar.
Keywords: Element copy, syncing elements, dataset elements