sarah.jacobs's avatar
sarah.jacobs
Icon for Iress Contributor rankIress Contributor
29 days ago

9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!

With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...
advice production
sarah.jacobs's avatar
sarah.jacobs
Icon for Iress Contributor rankIress Contributor
22 days ago

Hi cara.mccarthy - welcome back from maternity leave! 

It’s great to hear you’re keen to start using the DocuSign integration.

The good news is we’ve got some really helpful step-by-step guides available here on the Iress Community to get you up and running. I’d recommend starting with the Site Administrators Guide, which outlines the setup process and how to raise a request.

To get started you’ll need to raise a request via the Iress Connect portal, using the Service desk - Issues tile, then select “I have an integration issue” and follow the steps outlined in the guide to complete the request. 

Important to note:  

  • If you are on the Iress administered site (eg Managed site or PlannerCentral), please raise a request via the Iress Managed Site Services Tile on Iress Connect and the team will be happy to assist. 
  • If you’re on a Dealer Group site or not the Site Administrator for your Xplan site, you’ll need to get in touch with your Site Administrator to request the integration on your behalf.
cara.mccarthy's avatar
cara.mccarthy
Network Navigator
21 days ago

That's great! Thanks Sarah. I'll get cracking...

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
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  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

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