zita.white's avatar
zita.white
Icon for Xplan Product rankXplan Product
2 years 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...
technology
xplan
genevievegibson's avatar
genevievegibson
Curious Observer
2 years ago

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?

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