Getting Started With Templates and Engagements

Articles describing how to work with PreciseFP templates and engagements.

Courtney avatar Daniel R avatar
40 articles in this collection
Written by Courtney and Daniel R

How to Add A Template from the Library

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

How to Prepopulate and Send an Engagement

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

Advanced Editor on Multiple Option/Dropdown Elements

Daniel R avatar
Written by Daniel R
Updated over a week ago

Multi Document Upload Element

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

Customizing Templates

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

Managing Periodic Email Reminders

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

Template translations

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

Template Emails

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

Template themes

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

Element Connections

Connect an element to the dataset/profile
Courtney avatar
Written by Courtney
Updated over a week ago

Element types

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

Template elements

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

Template groups

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

Template pages

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

Template editor

PreciseFP’s template editor allows you to create and customize templates to engage your client and prospect accounts.
Courtney avatar
Written by Courtney
Updated over a week ago

Publishing Templates For the Web

PreciseFP allows you to publish a template on your website or social network profile, and make it available for the general public.
Courtney avatar
Written by Courtney
Updated over a week ago

Sharing templates

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

Printing Templates

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

Previewing templates

Courtney avatar
Written by Courtney
Updated over a week ago

Creating Templates

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

Templates

Template overview
Courtney avatar
Written by Courtney
Updated over a week ago

Printing Engagements

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

Previewing Engagements

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

Engagement Details

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

Engagement Security

Courtney avatar
Written by Courtney
Updated over a week ago

Engaging Clients and Prospects

How to send an engagement to a client/prospect
Courtney avatar
Written by Courtney
Updated over a week ago

Engagements

Engagement Overview
Courtney avatar
Written by Courtney
Updated over a week ago

Custom Templates

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

e-Signatures

Clients can electronically sign templates they submit to their advisor.
Courtney avatar
Written by Courtney
Updated over a week ago

Adding Calendly to a Template

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

How to Create a Password-less Template

Create templates that do not require a password (Low Level Security)
Courtney avatar
Written by Courtney
Updated over a week ago

Template Library

A library of premade templates
Courtney avatar
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 template you can create a custom popup message
Courtney avatar
Written by Courtney
Updated over a week ago

How to reset a client/prospect password

Instructions how to reset passwords for your clients and prospects.
Courtney avatar
Written by Courtney
Updated over a week ago

How to make a copy of a template

Creating a copy of a template allows you to make edits to an original template.
Courtney avatar
Written by Courtney
Updated over a week ago

Deleting Templates

How to delete a template from your list of form templates.
Courtney avatar
Written by Courtney
Updated over a week ago

How to Include Your Logo On Your Template

Branding your template with your firm logo
Courtney avatar
Written by Courtney
Updated this week

Enable/Disable a template

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