PreciseFP

Using Macros in your Templates and Template Notifications

Macros

Form templates vs PDF templates

Form engagements vs PDF engagements

Form Template PDF Mapper

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

How to make a copy of a form/PDF template

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

Deleting Form/PDF Templates

Show or hide components of the template or engagement when it is printed to PDF

Print Visibility

Custom Fields can be created at the Advisor level or the Company Level

Custom Fields (Macros) for Users and Teams

Articles describing how to work with PreciseFP Form & PDF templates and Form & PDF engagements.

Getting Started With Templates and Engagements

High Security vs Low Security Form Templates

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

How to reset a form engagement password and unblock an account

An overview of PreciseFP's three authentication methods, as well as changing authentication methods and setting/changing default methods

Authentication for High Security Engagements

Tutorial on how to add one of our premade templates from our library to My Templates

How to Add A Form Template from the Library

How to get to the editor of any Form template

Customizing Form Templates

Creating New Form Templates

My Form templates

How to engage an account with a form and immediately send via email from PreciseFP

Engaging with a Form

Instructions on how to pre-fill a form engagement, then send to the client within PreciseFP, or outside with a URL

How to Pre-Fill and Send a Form Engagement

Make your Forms more accessible to existing clients or use as a lead generation tool via Web Publishing

Web Publishing Form Templates

How to add, edit or remove form template elements

Form Template elements

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

Form Element types

Create form templates that do not require a password (Low Level Security)  Great for surveys, lead gen, risk tolerance, etc.

How to Create a Password-less Template

Change the Security Level of a Form Template

How to add your own signature to a PreciseFP Form Template

Advisor Signature element

Embed a PDF directly onto any Form Template using the PDF Viewer element.

PDF Viewer Element for Form Templates

Allows clients/prospects to upload multiple documents

Document Upload Elements

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

Form Template groups

Customize the text of certain non-editable sections of your template and import those customizations to other Form Templates

Form Template translations

Enabling/Disabling the periodic email reminders

Managing Periodic Email Reminders

Edit/Import the emails that accompany the Form Template when sent from PreciseFP

Form Template Emails

Template Themes

Add your ScheduleOnce scheduler directly onto any template

Adding ScheduleOnce to a Template

Add your ZynCal scheduler directly to any template

Adding a ZynCal to your template

Add your Accuity scheduler directly to any template

Adding Acuity Scheduling to a Template

Embed your Calendly scheduling page or a specific meeting type within your Form Templates

Adding Calendly to a Template

With this feature enabled you can now have multiple engagements open of the same template for the same client.

Multiple Open Form Engagements

A text guide with a video walkthrough at the end

SmartLinks for Form Templates

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

Form Template pages

You can share a copiable version of your custom form templates with other Users on your subscription

Sharing Form Templates

Printing/Downloading Form Templates

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

Form Engagement Details

Previewing Form Templates

Printing/Downloading Form Engagements

Previewing Form Engagements

Use an element's Advanced Editor to customize hidden values of the client's/prospect's entries on a Form Template

Advanced Editor on Multiple Option/Dropdown Elements

Clients can electronically sign Form Templates they submit to their advisor. (e-Signature is for clients/prospects only)

e-Signatures on Form Templates

To draw extra attention to a certain page/area of your form template you can create a custom popup message

How to Create a Popup Message

Mandatory (Required) elements have to be filled in by the client in order to finish and submit an engagement.

Mandatory Elements

Branding your template with your firm logo

How to Include Your Logo On Your Form Template

Enable/Disable a form template

The ability to connect existing elements on a form template to the dataset (client profile)

Form Element Connection

Estate Planning Engagement: Your Comprehensive Guide

Estate Planning

Personalize, encourage clients to check off items, securely upload documents, and share unique circumstances.

Tax Filing Checklist

Streamline tax return submission with PreciseFP, securely gathering 2023 returns for Holistiplan analysis.

Tax Return Submission Engagement

An overview of the most commonly asked question with eSignature on Form Templates

FAQ - e-Signature on Form Templates

Statement Upload engagement, empowering clients to upload their financial statements securely.

Financial Fact Finder - Statement Upload

Default values can be set on certain field types within form templates

Default Values on Form Templates

Embed your GReminders scheduling page or a specific meeting type within your Form Templates

Adding GReminders to a Template

Embed your Zoom scheduler within a Form Template

Adding Zoom Scheduler to your Form Templates

Personal Information Review

Embed your shared Microsoft Bookings scheduler to a Form Template

Adding MS Bookings to a Template

Add your OnceHub scheduler to any form template

Adding OnceHub to a Form Template

Leverage the power of AI to describe a data-gathering template and allow AI to build the first draft

AI Template Creator

A built-in menu PreciseFP Users as well as Clients/Prospects can use to easily navigate throughout the Form Engagement (Form Engagements Only)

Form Templates & Engagements

My PDF Templates

Creating New PDF Templates

Send a client/prospect a pre-filled PDF Template for them to sign only or generate a pre-filled PDF

Engaging with a PDF

Mapping Custodial and/or Custom PDFs for eSignature only

Mapping PDF Templates

Adding e-Signature capabilities to your PDF Templates

e-Signature on PDF Templates

Map PDF engagements for multiple people, map checkboxes, and fields with the same value

Advanced PDF Mapping

How to add a default value to a fillable PDF field

PDF Templates & Engagements

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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