*Note: All connected fields in a high security template are pre-filled automatically*

This tutorial will show you step-by-step how to pre-fill an engagement for a client prior to sending it out to them and will also show you how to re-engage with the template that you pre-filled out.  

Go to Accounts > All Accounts > Click on your client/prospects name. Click on the engage button and choose Engage with a form.

Select your template by either searching for it in the search bar or from your top 5 recently used or recently updated list.

Once you have chosen your Primary (and secondary if applicable) contact click the Review/Edit first radio button then click on the green Create and edit button.

You'll now be in edit mode.

You can manually type in data into these fields on the form engagement and as you go along it will auto save for you. When you're done inputting on the engagement and ready to send it out to the client, click on the X in the upper right hand corner to close out of the preview of the engagement.  Remember, your input on the engagement was auto saved and will show up when sent to the client.  You'll then be on the Engagement Details panel.  If you want to send the engagement by email out of PreciseFP click on the Send button.  If you prefer to send the engagement out of your own email copy the link and from there you can paste/send out of your own email.

 


Tip: Also, data imported from an integration partner will store in the client/profile making it so that when you engage the client with an integration specific fact finder, it will automatically prefill with data that was imported. 


Keywords: Pre filled, pre-fill, prefilled

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