Downloading - Wizards

Downloading - Wizards

  1. Click on XPLAN Button
  2. Go to User Functions > Managed Field Content > User Interface.
  3. Click into the wizard (triangular button on the left), then click on the drop down menu
  4. Xplan>user functions>managed field contact>edit interface. Click into wizards in triangular button on left then click on drop down on right and click ‘export’.
  5. The wizard will be downloaded to your computers local drive as a .zip file. 

If no access to the interface has been granted you will need to run the wizards against each client as as screenshotting each page when you run them (ensuring that you also screenshot the tooltips)

screenshot the wizard tool tips 


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