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zita.white
Iress Team
Iress TeamAMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
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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?
zita.whiteIress Team
Iress TeamHi 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
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