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Iress Team

29 days ago

AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!

Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...

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xplan

genevievegibson

Curious Observer

28 days ago

Hello Zita,

Ian Henry is selling his business at the end of the financial year 2024.

What would be the process to get a mass download of file notes stored in Xplan?

ZitaWhite
Iress Team
19 days ago
Hi genevievegibson , I understand that someone at Iress has already been in touch to discuss your specific requirements. However, I will still provide guidance on how to extract notes and attachments from Xplan.

Using Xmerge

All file note attachments from selected entities, extracted in one or separate zip files

All file note attachments for a single client.

Using Xport

Notes and attachments for a specific client

Notes and attachments for selected entities

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AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!

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