Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates?
If your advice wizard isn't set up with the Xtools+ tables you use all the time, no worries, here's a quick and easy way to extract them in a usable format.
- First, figure out which tables you use most often.
- Then, go to Administration > Templates > Table format and set up how you want your tables to look.
- Download the Xword toolbar, use it to get the code for your table, and then just add format='ABCDE' to the end of that code (make sure ABCDE is the name of your table format!).
- And boom! You're ready to merge!
💡 Pro tip for virtual / outsource Paraplanners: If you work on different sites, make one Word document with all your go-to tables. Then, on each site, create a table format that matches that practice's branding but give it the same name on every site. This way, you can reuse your coded document everywhere!
▶️ Play the video below to see it live in action in real time.
