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

Nate

Courtney

Marcin Limont

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.

Password, email or SMS authentication for high security Form Templates

Form Template Authentication

Form template library

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

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

Custom Templates

Creating New Form Templates

My Form templates

Engaging with a Form

Instructions on how to pre-populate an engagement and then re-engage the client with this engagement

How to Pre-Fill and Send a Form Engagement

Publish a Form template for the web

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

Form Template translations

Enabling/Disabling the periodic email reminders

Managing Periodic Email Reminders

Edit the emails that accompany the form template

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

Add your Calendly directly to any template

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

SmartLinks for Form Templates

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

Form Template pages

If you have other users working in PreciseFP with you, you can share your Form templates with them.

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

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 Data Field

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)