PreciseFP

If you click on the ? icon in the left hand corner it will pull up the help panel<br>​

Each subsection will display a help video. &nbsp;Clicking on Knowledge Base will direct you to our help center.

<a href="https://precisefp.com/partners/" rel="nofollow noopener noreferrer" target="_blank">Integrations</a> (Click on your integration and a list of help articles will be available including the overview for that particular integration and how to enable/use it)

How to <a href="https://help.precisefp.com/getting-started-with-templates-and-engagements/how-to-add-a-template-from-the-library">add a form template</a> from the library to My Templates

How to add new client/prospect<a href="https://help.precisefp.com/prospect-and-client-management/accounts"> accounts</a>

How to <a href="https://help.precisefp.com/en/articles/5412397-engaging-with-a-form">engage</a> a client/prospect with a form

How to view a <a href="https://help.precisefp.com/en/articles/2365140-previewing-form-engagements">completed/in progress engagement</a>

PreciseFP's <a href="https://help.precisefp.com/precisefp-digital-transformation-steps">Digital Transformation</a> steps 

Please also check out our<a href="https://precisefp.com/webinars/" rel="nofollow noopener noreferrer" target="_blank"> educational webinars</a> hosted throughout the week.

Our <a href="https://www.youtube.com/@PreciseFPYouTube" rel="nofollow noopener noreferrer" target="_blank">YouTube channel</a> for even more educational videos. 

<a href="https://help.precisefp.com/en/articles/754696-support-and-training">Support and training</a>

1. <a href="https://precisefp.com/partners/" rel="nofollow noopener noreferrer" target="_blank">Integrations</a> (Click on your integration and a list of help articles will be available including the overview for that particular integration and how to enable/use it)
2. How to <a href="https://help.precisefp.com/getting-started-with-templates-and-engagements/how-to-add-a-template-from-the-library">add a form template</a> from the library to My Templates
3. How to add new client/prospect<a href="https://help.precisefp.com/prospect-and-client-management/accounts"> accounts</a>
4. How to <a href="https://help.precisefp.com/en/articles/5412397-engaging-with-a-form">engage</a> a client/prospect with a form
5. How to view a <a href="https://help.precisefp.com/en/articles/2365140-previewing-form-engagements">completed/in progress engagement</a>
6. PreciseFP's <a href="https://help.precisefp.com/precisefp-digital-transformation-steps">Digital Transformation</a> steps 
7. Please also check out our<a href="https://precisefp.com/webinars/" rel="nofollow noopener noreferrer" target="_blank"> educational webinars</a> hosted throughout the week.
8. Our <a href="https://www.youtube.com/@PreciseFPYouTube" rel="nofollow noopener noreferrer" target="_blank">YouTube channel</a> for even more educational videos. 
9. <a href="https://help.precisefp.com/en/articles/754696-support-and-training">Support and training</a>