Xport docnote Xmerge attachment Template Name

Is it possible to include a XMERGE docnote attachment Template Name in an Xport?

xplan

rainier.reyes

Advisely Team

4 months ago

Thanks for your question dianne.preece.0 !

Can't wait to see if any of our resident Xplan experts have any ideas.

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Xport docnote Xmerge attachment Template Name

🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity

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