Create a template softcopy of our Client Profile

Closed Posted Nov 12, 2014 Paid on delivery
Closed Paid on delivery

We want a 'softcopy' template of our Client Profile (CP) which will incorporate drop boxes where appropriate E.g. for dates of birth State etc. Adviser Name

I have attached a version of our CP and also a sample of the 'style' of document we want produced. (The sample is taken from an Insurance Company document but this should give you an idea of the kind of final output we want from our CP The CP should be formatted to use drop down boxes where applicable. Ideally it should be easy to read and follow, in the event we want to email it directly to Clients to complete - -(Note: there may be some formatting to tables to be done but we can discuss).

Adobe InDesign PDF Stationery Design Templates

Project ID: #6721635

About the project

2 proposals Remote project Active Dec 19, 2014