Diary Templates
The purpose of this guide is to provide instructions on Creating Diary Templates in XPLAN.
Diary event templates can be created for events the frequent occur. A template will automatically enter information into a new event.
Further information on Diary Templates here
Merge Templates
The purpose of this guide is to provide instructions on Creating Merge Templates in XPLAN.
XPLAN can produce custom reports from templates that contain client and user data using XMerge syntax. When a report is generated, the XMerge syntax is used to identify and insert data.
Further information on Merge Templates here
Email Templates
The purpose of this guide is to provide instruction on how to create email templates.
Further information on Email Templates here
Task Templates
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Further information on Task Templates here
File Note Templates
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Further information on File Note Templates here
Knowledge Centre Templates
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Further information on Knowledge Centre Templates here
Styling your Client's Advice Documents
We’ve made it easy for you to change the font styling of some headings in bulk in the following advice documents after they've been merged, to suit your Practice’s branding:
- Statements of Advice (SoAs)
- Records of Advice (RoAs)
- Letters of Execution
Further information on Styling your Client's Advice Documents here
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