PreciseFP allows you to attach a fillable PDF to any template and have it filled automatically when your client or prospect completes their engagement. This feature lets you upload your service agreements, custodial / broker-dealer forms, lead magnets, or any other fillable PDF and map which template fields will be used to automatically fill your PDF document with the data collected.
To access the PDF Mapper, click the “PDF Mapper” button located on the top-right corner of the template editor.
If you haven’t yet upload a fillable PDF, you will be prompted to do so. Once the system processes your document, you will be redirected to the PDF Mapper screen.
The PDF Mapper will display the first page of your PDF document with any mappable fields highlighted in blue.
To update and map a field, click on it. The Field details panel allows you to rename the field, set a default value, select the connected (mapped) template element, and update design options for each field via the “advanced settings”.
To navigate between pages, use the “page navigation” buttons located on the top right corner of the screen.
To update the PDF document details, click the “Edit PDF details” button located on the top-right corner of the screen. The PDF details panel allows you to update the document’s name, description and to enable/disable client access to the filled document.
To remove the PDF document from the template, click the “Remove Pdf” button located on the top-right corner of the screen. This operation cannot be undone.
To include electronic signatures in the PDF document, click the “Signatures” button located on the top-right corner of the screen. The Signatures panel will show all available signature elements. You are able to add to each page of your PDF document:
- The signature - A field that will contain an image of the signature added by the signee.
- The data - A field that will contain the date of signature.
- The signee - A field that will contain the name of the signee.
Once added, signature fields are highlighted yellow. You are able to move and resize these fields in the page. Clicking the “x” icon will remove the field from the page.
Note: Signatures are only available in High Security Level templates. If you do not see the “Signatures” button, make sure you are not editing a Low Security Level template.
To exit the PDF Mapper, click the “X” button located on the top-right corner of the page.