Print Questionnaire in Planning Toolkit

Back to Help

Here is how to create a Questionnaire in PDF to collect information for a financial plan.

1. Click Print Forms on the Main Menu screen.

print-forms-01


1. Select the forms you want by checking the box next to each form.
2. Click Merge to create a PDF file.

Note: Clicking Print will print the forms instead of creating a PDF. You need to have Microsoft Word installed on your PC for the Print option.

print-forms-02


1. Type in the name for the PDF file name.
2. Click Save

print-forms-03


1. Click OK.
print-forms-04


1. Click Close.
print-forms-05


1. Find this folder on your computer: C:\Program Files (x86)\Planning Toolkit 9\Blank Form Merge Files
2. Open the Blank Form Merge Files folder and select the PDF file to print or email as an attachment.
print-forms-06

Back to Help