Forum Discussion
zita.white
6 months agoIress Team
AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
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sarah.schultz
6 months agoVisiting Enthusiast
Is there an easy way of downloading all attachments within a file note? When I have an SoA to prepare, the adviser will save all files within Xplan notes. Sometimes there are 30+ files and I can only download them one at a time. Any chance of getting a "download all" option?
- zita.white6 months agoIress Team
Hi sarah.schultz, this topic recently surfaced in our doc notes initiative. Unfortunately, we couldn't address it due to time constraints. However, we’ll review the feedback we've received for future implementation, and I've noted your idea for consideration.