PreciseFP by default uses Encrypted elements to store Social Security Numbers. This means that SSNs require an advisor's password to be decrypted and viewed.
As an extra layer of security, decrypted SSNs are never exported to integration partners or pre-filled automatically in any engagement.
In order to have Social Security Numbers automatically pre-fill in custodial templates, you must create a standard text element in your dataset and use it to store SSNs, bypassing the default Encrypted Elements.
Navigate to your Dataset, locate the standard SSN element, and click the 'Add column to the right' button.
Click the 'Add new element' button in the new empty cell.
Select 'Text Field'.
Name the new element 'SSN' and type 'SSN' as the Field Name for the 'Person' object. Choose the character limit (limit characters to '9', if you allow only numeric digits, or '11', if you allow formatting with dashes).
Once you're done, you can edit the original SSN field and set its visibility to "Hidden" so it won't appear in your client's profile. It's also helpful to rename the original SSN field so you can easily distinguish between the two when importing it into templates.
If you wish, you can move the original hidden field to a new cell below to provide more space for the new SSN field.
You can repeat the process for the SSN data elements located in "Family Members / Children" and "Family Members / Other Family Members".
You must open each PDF template, which should have the new SSN field pre-filled with data. Open the PDF by clicking on it from My Templates under PDF templates, and click on the Map button.
Navigate to the page in the PDF containing the SSN element, then click it.
In the connection drop-down field, select the Person.SSN field. Then click Save changes.
Note: You must repeat these steps for any other SSN fields for persons within the PDF, as well as for any other PDFs that need the SSN pre-filled. If you wish the client to enter their SSN on a form template and store it in their profile, you must connect this newly created SSN element to a matching text element within your form template.