How do I export all documents for all clients saved on Xplan including everything including notes under File Notes, or any documents saved on other section of the client.
Hi Asini, thank you for your question, for details on how to export all documents, you will need to liaise with our support team. Please raise a request via the Iress Connect Portal using the I have an Xplan issue form, and select where in the application you are having the issue
The team will be able to respond promptly to your query and keep you updated.
Alternatively, if you are part of a dealer group or have a site administrator please refer to them first for guidance.
Many Thanks
Thanks Wendy!
