Getting Started With Templates and Engagements

Macros

Using Macros in your Templates and Template Notifications

Written by Nate
Updated over a week ago

Form templates vs PDF templates

Written by Courtney
Updated over a week ago

Form engagements vs PDF engagements

Written by Courtney
Updated over a week ago

Form Template PDF Mapper

Mapping a PDF to your Form Template

Written by Courtney
Updated over a week ago

How to make a copy of a form/PDF template

Creating a copy of a template allows you to make edits to an original template.

Written by Courtney
Updated over a week ago

Deleting Form/PDF Templates

How to delete a form/PDF template from your list of form templates.

Written by Courtney
Updated over a week ago

How to reset a form engagement password and unblock an account.

Steps to reset your client/prospects form engagement password and steps to unblock your client/prospects account.

Written by Courtney
Updated over a week ago

Form Template Authentication

Password, email or SMS authentication for high security Form Templates

Written by Courtney
Updated over a week ago

Form template library

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

Written by Courtney
Updated over a week ago

Customizing Form Templates

How to get to the editor of any Form template

Written by Courtney
Updated over a week ago

Custom Templates

Need us to create/build a custom template for you?

Written by Courtney
Updated over a week ago

Creating New Form Templates

How to create a new form template

Written by Courtney
Updated over a week ago

My Form templates

Written by Courtney
Updated over a week ago

Engaging with a Form

How to engage an account with a form

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

Written by Courtney
Updated over a week ago

Publish a Form template for the web

Written by Courtney
Updated over a week ago

Form Template elements

How to add, edit or remove form template elements

Written by Courtney
Updated over a week ago

Form Element types

The different types of elements that can be added to a form template

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.

Written by Courtney
Updated over a week ago

Change the Security Level of a Form Template

Written by Courtney
Updated over a week ago

Advisor Signature element

How to add your own signature to a PreciseFP Form Template

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.

Written by Courtney
Updated over a week ago

Document Upload Elements

Allows clients/prospects to upload multiple documents

Written by Courtney
Updated over a week ago

Form Template groups

Groups allow you to organize the template elements in a cohesive manner

Written by Courtney
Updated over a week ago

Form Template translations

Customize the text of certain non-editable sections of your template

Written by Courtney
Updated over a week ago

Managing Periodic Email Reminders

Enabling/Disabling the periodic email reminders

Written by Courtney
Updated over a week ago

Form Template Emails

Edit the emails that accompany the form template

Written by Courtney
Updated over a week ago

Template themes

How to add a theme to a template

Written by Courtney
Updated over a week ago

Adding ScheduleOnce to a Template

Add your ScheduleOnce scheduler directly onto any template

Written by Courtney
Updated over a week ago

Adding a ZynCal to your template

Add your ZynCal scheduler directly to any template

Written by Courtney
Updated over a week ago

Adding Acuity Scheduling to a Template

Add your Accuity scheduler directly to any template

Written by Courtney
Updated over a week ago

Adding Calendly to a Template

Add your Calendly directly to any template

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.

Written by Courtney
Updated over a week ago

SmartLinks for Form Templates

Written by Courtney
Updated over a week ago

Form Template pages

How to add, edit, duplicate or remove pages from a template

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.

Written by Courtney
Updated over a week ago

Printing/Downloading Form Templates

How to print a template

Written by Courtney
Updated over a week ago

Form Engagement Details

The engagement details panel gives you all the information relevant to that engagement.

Written by Courtney
Updated over a week ago

Previewing Form Templates

Written by Courtney
Updated over a week ago

Printing/Downloading Form Engagements

How to print/download an engagement

Written by Courtney
Updated over a week ago

Previewing Form Engagements

How to preview an engagement

Written by Courtney
Updated over a week ago

Advanced Editor on Multiple Option/Dropdown Elements

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)

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

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.

Written by Courtney
Updated over a week ago

How to Include Your Logo On Your Form Template

Branding your template with your firm logo

Written by Courtney
Updated over a week ago

Enable/Disable a form template

Enable/Disable a template

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)

Written by Courtney
Updated over a week ago

PDF Template Library

Search, add and preview a PDF Template

Written by Courtney
Updated over a week ago

My PDF Templates

Written by Courtney
Updated over a week ago

Creating New PDF Templates

How to create a new PDF template

Written by Courtney
Updated over a week ago

Engaging with a PDF

How to Engage an account with a PDF

Written by Courtney
Updated over a week ago

PDF Template Mapper

PDF Template Mapper Overview

Written by Courtney
Updated over a week ago

e-Signature on PDF Templates

Written by Courtney
Updated over a week ago

Creating PDF Logic Within Groups and Fields to People

Written by Courtney
Updated over a week ago

How to add a default value to a fillable PDF field

Written by Courtney
Updated over a week ago