Client Management - File Notes: Adding a Merge Report to Notes
Adding a Merge Report to Notes Overview
The purpose of this guide is to provide instructions on adding an Xmerge report as an attachment to a file note in XPLAN.
How Save an XMerge Document to a Note
While accessing a client:
- In the navigation menu, select Wealth Axis FP Tools > Merge Report.
- Locate and Run the template
- Ensure you tick the Add merge result as client note checkbox for the merged report to be attached to the client as a client note.
- Set the relevant document options
- Click Execute. The Xmerge outputs will be generated by a background process. XPLAN will generate a notification message when the process is completed. Click Download Report to open the document.
- Once the document has been generated, it will be available for viewing against the client as a Note Attachment.
From a client list:
- Tick the checkboxes for the clients to select them.
- In the navigation menu, select Reports > Merge Reports.
- Set the relevant document options
- Tick the Add merge result as client note checkbox for the merged report to be attached to the clients as a client note.
- Click Execute. The Xmerge outputs will be generated by a background process. XPLAN will generate a notification message when the process is completed. Click Download Report to open the document.
- Once the document has been generated, it will be available for viewing against each client as a Note Attachment.
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