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