Getting Started With Templates and Engagements

Articles describing how to work with PreciseFP Form & PDF templates and Form & PDF engagements.

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55 articles in this collection
Written by Courtney, Daniel R, Marcin Limont and 1 other
Form Templates & Engagements

Form template library

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Written by Courtney
Updated over a week ago

How to Add A Form Template from the Library

Tutorial on how to add one of our premade templates from our library to My Templates
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Written by Courtney
Updated over a week ago

Customizing Form Templates

How to get to the editor of any Form template
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Written by Courtney
Updated over a week ago

Custom Templates

Need us to create/build a custom template for you?
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Written by Courtney
Updated over a week ago

Creating New Form Templates

How to create a new form template
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Written by Courtney
Updated over a week ago

My Form templates

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Written by Courtney
Updated over a week ago

Engaging with a Form

How to engage an account with a form
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Written by Courtney
Updated over a week ago

How to Pre-Fill and Send a Form Engagement

Instructions on how to pre-populate an engagement and then re-engage the client with this engagement
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Written by Courtney
Updated over a week ago

Publish a Form template for the web

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Written by Courtney
Updated over a week ago

Form Template elements

How to add, edit or remove form template elements
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Written by Courtney
Updated over a week ago

Form Element types

The different types of elements that can be added to a form template
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Written by Courtney
Updated over a week ago

How to Create a Password-less Template

Create form templates that do not require a password (Low Level Security) Great for surveys, lead gen, risk tolerance, etc.
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Written by Courtney
Updated over a week ago

Change the Security Level of a Form Template

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Written by Courtney
Updated over a week ago

Advisor Signature element

How to add your own signature to a PreciseFP Form Template
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Written by Marcin Limont
Updated over a week ago

PDF Viewer Element for Form Templates

Embed a PDF directly onto any Form Template using the PDF Viewer element.
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Written by Courtney
Updated over a week ago

Document Upload Elements

Allows clients/prospects to upload multiple documents
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Written by Courtney
Updated over a week ago

Form Template groups

Groups allow you to organize the template elements in a cohesive manner
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Written by Courtney
Updated over a week ago

Form Template translations

Customize the text of certain non-editable sections of your template
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Written by Courtney
Updated over a week ago

Managing Periodic Email Reminders

Enabling/Disabling the periodic email reminders
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Written by Courtney
Updated over a week ago

Form Template Emails

Edit the emails that accompany the form template
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Written by Courtney
Updated over a week ago

Template themes

How to add a theme to a template
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Written by Courtney
Updated over a week ago

Adding ScheduleOnce to a Template

Add your ScheduleOnce scheduler directly onto any template
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Written by Courtney
Updated over a week ago

Adding a ZynCal to your template

Add your ZynCal scheduler directly to any template
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Written by Courtney
Updated over a week ago

Adding Acuity Scheduling to a Template

Add your Accuity scheduler directly to any template
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Written by Courtney
Updated over a week ago

Adding Calendly to a Template

Add your Calendly directly to any template
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Written by Courtney
Updated over a week ago

Multiple Open Form Engagements

With this feature enabled you can now have multiple engagements open of the same template for the same client.
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Written by Courtney
Updated over a week ago

SmartLinks for Form Templates

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Written by Courtney
Updated over a week ago

Form Template pages

How to add, edit, duplicate or remove pages from a template
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Written by Courtney
Updated over a week ago

Sharing Form Templates

If you have other users working in PreciseFP with you, you can share your Form templates with them.
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Written by Courtney
Updated over a week ago

Printing/Downloading Form Templates

How to print a template
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Written by Courtney
Updated over a week ago

Form Engagement Details

The engagement details panel gives you all the information relevant to that engagement.
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Written by Courtney
Updated over a week ago

Previewing Form Templates

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Written by Courtney
Updated over a week ago

Printing/Downloading Form Engagements

How to print/download an engagement
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Written by Courtney
Updated over a week ago

Previewing Form Engagements

How to preview an engagement
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Written by Courtney
Updated over a week ago

Advanced Editor on Multiple Option/Dropdown Elements

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Written by Daniel R
Updated over a week ago

e-Signatures on Form Templates

Clients can electronically sign Form Templates they submit to their advisor. (e-Signature is for clients/prospects only)
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Written by Courtney
Updated over a week ago

How to Create A Popup Message

To draw extra attention to a certain page/area of your form template you can create a custom popup message
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Written by Courtney
Updated over a week ago

Mandatory Data Field

Mandatory (Required) elements have to be filled in by the client in order to finish and submit an engagement.
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Written by Courtney
Updated over a week ago

How to Include Your Logo On Your Form Template

Branding your template with your firm logo
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Written by Courtney
Updated over a week ago

Enable/Disable a form template

Enable/Disable a template
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Written by Courtney
Updated over a week ago

Form Element Connection

The ability to connect existing elements on a form template to the dataset (client profile)
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Written by Courtney
Updated over a week ago