PDF templates are PreciseFP’s version of a fillable PDF. They require a PDF document where you can then create several different field types. These fields will then be filled with information and merged together with the PDF document. PDF templates can also include electronic signatures. You can install PDF templates from the library and/or create your own in the My Templates section. They are perfect for custodial forms, agreements, and policies.
To access the PDF Mapper for your PDF template navigate to Templates > My Templates (under PDF Templates) > Click on your PDF Template. For custodial PDFs you'll see the Map button on the Template Details panel. Click on this to open the mapper.
The mapping is already done for you on the custodial PDF templates but going into the mapper will allow you to input your firm data as a default value into fields like your Advisor Number, Master Account Number, etc.
Click on any fillable field. You'll then be able to set a default value or you can even click on the macro dropdown and use an available macro to prefill in data here.
Other than these fields we strongly suggest not doing any other updates to the mapping of the additional fields within the custodial PDF templates.
For any custom PDF Templates that you've created, when you navigate to Templates > My Templates (under PDF Templates) and you click on your template > Click on the Customize button to open the PDF Template editor.
The PDF Mapper will display the first page of your PDF document with any mappable fields highlighted in blue.
To navigate between pages, click on any page along the right hand side.
Click on the + in the upper right hand corner to add more fields to the PDF template.
The various fields that you can add to your PDF template.
New fields can only be added one at a time. You can add as many additional fields as you wish. Once you lay down your new field you'll want to just drag it over the appropriate field on your PDF. We do suggestion viewing this help article on creating logic within Groups on your PDF template when it comes to adding new fields. Blue fields indicate they are fillable fields which can be prefilled with data or input with data by you. Orange fields indicate they are eSignature fields.
Once you start adding logic to your PDF template you'll be able to see what the field structure of all fields are within the PDF template by clicking on the Field Structure button from the top navigation.
To update the PDF document details, click the “Details” button located on the top-right corner of the screen.
The PDF details panel allows you to update the PDF template's Thumbnail, Title, Description, Category, Status, Provider type and Font Size.
When a mapped PDF is updated, you may need to change/replace it without losing all the work you already have done. To replace your PDF click on the PDF icon.
Select your new PDF you wish to upload.
Choose whether you wish to replace the current field structure or not.
Click upload once you have made your selections.
Click on the Preview Button to see a preview of your PDF template.
Please note that any logic fields that you've connected will not show up in the preview nor with eSignatures. They will simply be shown by a blue/orange box.
Note: The editor is a powerful, advanced tool. It will take some technical knowledge (and definitely patience) to understand it. If you need help along the way, we are happy to point you to Knowledge Base articles and to provide quick responses. We also can make ourselves available for web training/help via our consulting services offering (chat with us to find out more).