PreciseFP offers two different security levels for form templates.

These templates, when used to engage a client or prospect, will require authentication. High security level templates allow for electronic signatures and can be automatically prefilled with the latest data from the client/prospect account profile. When customizing these templates, you will be able to connect elements to any dataset element available.

These templates will not require any type of authentication. Because of this, they cannot be electronically signed and will also not prefill with data from the client/prospect account profile. When customizing these templates, you will only be able to connect elements to dataset elements that have a low security level.