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Xplan Hacks

Are there hidden gems in Xplan?

Jessica-Lamb's avatar
Icon for Advisely Partner rankAdvisely Partner
2 months ago

Have you heard about Xplan's consent function? It's an area that has been around for a while, but it's severely under-utilised (in my humble opinion). 

Here's a quick video on how to record a consent item in Xplan and link your file note. Additionally, we've included some valuable tips on incorporating this process into your client review procedures:

Updated 2 months ago
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