This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template. Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.
Enterprise document management and desktop tools integrated with Microsoft 365 & XPLAN
Securely digitise, transfer, save and manage your business and client document management process with this seamless integration solution for XPLAN. Make it easy for your team to find information and ensure compliance with document reporting. Combined with Umlaut processing services, have your physical files scanned and file servers uploaded though the Umlaut Connect application key.
This integration has been built by the third party integrator and they have not yet provided us with details on how to use the integration. Please contact the integrator for more information.
For further assistance
Please contact your Iress representative (Account Manager/Executive) if you need further assistance.
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