Did you know you can use the note tagging feature in Xplan to build a functional archive system that removes historical clutter from a client's note page? Why? Over several years, a client's file accumulates hundreds of automated email logs, system notifications and old task records. This volume of data makes it difficult…
Did you know you can apply colour coding to your Xplan Document Note tags to turn them into visual cues instead of plain text? Why? Practices use tags to categorise client correspondence, compliance documents and advice files. When tags are just text, they blend into the background screen. Colour coding makes your core…
Did you know you can apply or remove tags across multiple Document Notes simultaneously from the Document Library or within a client record? When you introduce a new tagging system or update your compliance categories, going backward to update years of historical client notes one by one is a huge task. Bulk modification in…
Did you know you can attach tags directly to your Document Note templates so that client notes are automatically categorised the moment a template is used? Relying on the team to remember to manually add the right tags every time they create a file note or log an email is a recipe for missed data. Automating the process…
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