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zita.white's avatar
zita.white
Icon for Iress Team rankIress Team
6 months 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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csampson's avatar
csampson
Social Sightseer
6 months ago

Is there a way to search for documents with a more specific date criteria? I am looking for documents from January 2021, but I can only search for "last year" or "this year", etc.

  • zita.white's avatar
    zita.white
    Icon for Iress Team rankIress Team
    6 months ago

    Hi csampsonAbsolutely! You can use the 'view notes by' filter to choose from the date options: document created, document modified, or reference date. The second field then allows you to set the range. If you prefer a custom range, select the 'any days' option and a pop-up will appear for you to choose your desired range.

     

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