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...
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xplan
sarah.schultz's avatar
sarah.schultz
Visiting Enthusiast
2 years ago

Is there an easy way of downloading all attachments within a file note?  When I have an SoA to prepare, the adviser will save all files within Xplan notes.  Sometimes there are 30+ files and I can only download them one at a time.  Any chance of getting a "download all" option?

  • zita.white's avatar
    zita.white
    Icon for Xplan Product rankXplan Product
    2 years ago

    Hi sarah.schultz, this topic recently surfaced in our doc notes initiative. Unfortunately, we couldn't address it due to time constraints. However, we’ll review the feedback we've received for future implementation, and I've noted your idea for consideration.

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