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Getting Started With Templates and Engagements
Getting Started With Templates and Engagements
Articles describing how to work with PreciseFP Form & PDF templates and Form & PDF engagements.
+1
57 articles in this collection
Written by
Courtney,
Daniel R,
Marcin Limont
and 1 other
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
Form Templates & Engagements
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 Templates & Engagements
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