Ultimate Guide to Coding

Ultimate Guide to Coding

Coding Course Overview 

What is this about?

This course covers some of the tools and knowledge required to commence coding documents, ranging from a basic letter to more complex documents. It also provides the knowledge and skills required to make changes to existing templates within your Xplan Site.

 

Fundamentals of Coding

  • There is no content for Coding at a Fundamentals Level. 

 

Fundamentals Coding Test

To access the training assessment click on the following link here

 

Master Coding 

 

 

Master Coding Test

To access the training assessment click on the following link here

    • Related Articles

    • XPLAN Implementation Guide - Coding

      Coding Overview <Description>   IRESS XWord Toolbar Download Understand how to download and install the Xword toolbar. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)   IRESS ...
    • XPLAN Workshop - Coding Essentials

        Welcome and Introduction Agenda Sessions Welcome and Introduction Using the XWORD Toolbar and Help Code Library XPLAN Fields and Groups Coding a basic letter XPLAN Tables (Group Fields): XPLAN Table Formats XPLAN Tables Microsoft Word Tables ...
    • Ultimate Guide to Templates

      Templates Course Overview  What is this about? This course aims to provide you with the necessary skills and knowledge required to manage and create Templates through your XPLAN site. The Templates tool will be covered in more detail in the XPLAN ...
    • Ultimate Guide to Administration

      Administration Course Overview  What is this about? This course aims to provide you with the necessary skills on managing your client's data in bulk through your XPLAN site.   The Administration tool will be covered in more detail in the XPLAN ...
    • Ultimate Guide to Threads

      Threads Course Overview  What is this about? This course aims to provide you with the necessary skills on managing your Workflow using Threads through your XPLAN site. A thread is a series of related tasks, designed to follow a certain process. ...
    • Popular Articles

    • Wealth Axis Files - Naming Convention

      File Format: Date, Client Name, File Name Date - yymmdd E.g: 12 Sept 2013 - 130912 E.g: Undated - 010101 Client Names One Client / Only primary client (John Smith) E.g: Smith, J Two Clients (Primary and Secondary Client/Client and Partner) - Married ...
    • Wealth Axis Wizards - Overview

      Overview  This article is designed to help you effectively use the Wealth Axis Wizards in XPLAN. The key features of the Wealth Axis Wizards are: Integration with key modules such as Client Focus, Portfolios (IPS), Risk Researcher, WealthSolver and ...
    • New User Manual - Admin

      XPLAN and the Advice Process Overview Many advisers use the Advice to Client process to manage the advice process in their business. To enable participants to be able to relate to the different modules in XPLAN, this course is structured along the ...
    • Administration - Email: Setting up the Outlook Plugin

      Outlook Plugin - Overview  Outlook Plugin is a function available with XPLAN that allows you to quickly and easily save and record email correspondence in the XPLAN document library as a Note that is linked to a client or user entity. This allows for ...
    • XPLAN Workshop - XPLAN Client Setup

      Introduction Overview     Each practice deals with leads, referrals and potential clients differently. However, most practices have a system regarding the way client information is recorded and relationships with clients are managed. In this section, ...
    • Recent Articles

    • XPLAN Legislative Rates June 2022

      XPLAN Legislative Rates - June 2022 Legislative rates have been updated to reflect: 1. Social Security rates effective July 2022 2. AFSA Retirement Standard Benchmarks for the March Quarter 2022.  Social Security Rate Changes - July 2022 The rate ...
    • XPLAN: Task Notifications - Redirecting

      XPLAN: Redirecting Task Notifications XPLAN task notifications can be sent to your Email Inbox (e.g. Outllok, Gmail) to notify you if a task has been created, unactioned, is overdue or complete. If the task notifications cannot be turned off, then ...
    • XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195)

      XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195) Client Focus Digital Signature Notification will Honour the "Override from Address" when sent by Super User The notify signatories template configured in system settings > client focus ...
    • XPLAN Version Enhancements - November 2021 (Version 21.11.194)

      XPLAN Version Enhancements - November 2021 (Version 21.11.194) Client Focus New Current Residential Address Field A new field, current residential address, has been added to record a client’s current address. When entering the first address for a ...
    • XPLAN Datafeeds: HUB24 Enhancements (v4.3) 29 October 2021

      HUB24 Enhancements: 29 October 2021 HUB24 have released enhancements to their  XPLAN EPI 4.3 datafeeds, to be effective 15 November 2021. Below is the information directly from HUB24 on the enhancements. The Individual Holding extract is where the ...