Build a form from a PDF
Import the PDF forms you already use, such as your attitude to risk questionnaire or annual review form, and Templi turns each one into a Templi form with the questions placed on the original pages. From then on you never retype it. Templi fills it for each client from their records and documents, and you download the finished PDF.
Before you start
Use the blank version of each form, so Templi builds the questions rather than copying one client's answers.
Each PDF can be up to 10 MB. You can import several at once.
Where to find it
Go to Customise > Forms in the sidebar, at https://app.templi.ai/forms, and click Import.
Import your PDF forms
In Customise > Forms, click Import.
Drop your PDF forms into the window, or click choose files.
If you want, tell Templi anything it should know under Anything Templi should know?, for example The last page of each form is for office use only.
Click Import form. With several PDFs the button shows how many forms it will import.
A chat opens and Templi builds a form from each PDF. Each form opens beside the chat as it is built, so you can check it and correct it while it works. Tick boxes become choice questions, and repeated rows, such as a list of pensions or separate columns for a client and their partner, become a table.
When it finishes, each form is listed in Customise > Forms.
Check where the answers go on the page
Templi places each question on the PDF page where its answer belongs. Check the placement in the PDF layout before you fill the form for a client.
Open the form from Customise > Forms.
Click More (the three dots at the top of the editor), then PDF layout.
Work down the list of fields. Each one shows Suggested for a box Templi placed, Placed once it has a box, or Not placed.
For a field in the wrong place or not placed, click Draw a box and draw it on the page. Use Add another box when an answer goes in more than one place.
Click Save layout.
Boxes outlined in red need fixing before the layout can be saved. The layout's menu also has Find fields again, to have Templi place the fields afresh, Replace PDF for a new version of the form, and Remove PDF.
Add a PDF to a form you already have
If you built a form in Templi and want it to print onto your PDF, open it and click More > Upload PDF. Templi places the questions on the pages, and you check them in PDF layout as above.
Fill it for a client
This is where the time saving comes in. Open the client in the client hub, click Generate a form and pick the form, attach anything useful such as your meeting notes, and click Fill. Templi answers every question it can and shows where each answer came from.
While you check the answers, switch between PDF, to see them on the original pages, and All questions. Click Download PDF to save the filled PDF. See Fill a form.
Change the form by asking
Keep chatting in the same conversation to adjust the form. For example:
Add a question asking whether the client expects any large expenses in the next five years.
Let clients pick more than one answer for the purpose of the investment.
Remove the joint client name question.
To make changes yourself, open the form in the Form editor. You can also attach a PDF to any chat and ask Templi, for example Build a form from this attitude to risk questionnaire and make the tick box answers single choice.
Tips for a good result
Say which questions allow one answer and which allow several.
Mention anything the PDF does not show, such as a question that only applies to joint clients.
If the form is about a document rather than a person, such as a policy summary, turn off Require clients in the form's settings so it can be filled from files alone.