🤓Xplan Hint: Want to know a quick and easy way to get your Xtools+ tables looking snazzy in Word?

Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates?

If your advice wizard isn't set up with the Xtools+ tables you use all the time, no worries, here's a quick and easy way to extract them in a usable format.

1. First, figure out which tables you use most often.
2. Then, go to Administration > Templates > Table format and set up how you want your tables to look.
3. Download the Xword toolbar, use it to get the code for your table, and then just add format='ABCDE' to the end of that code (make sure ABCDE is the name of your table format!).
4. And boom! You're ready to merge!

💡 Pro tip for virtual / outsource Paraplanners: If you work on different sites, make one Word document with all your go-to tables. Then, on each site, create a table format that matches that practice's branding but give it the same name on every site. This way, you can reuse your coded document everywhere!

▶️ Play the video below to see it live in action in real time.