XPLAN Implementation Guide - Coding

XPLAN Implementation Guide - Coding

Coding Overview

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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 XWord Toolbar Login

Understand how to log into the IRESS Xword toolbar.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Understanding Fields and Groups

Understand how XPLAN stores data in order to better understand how to enter codes when coding a document.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Coding Tables

XPLAN Table Format

Understand how to create XPLAN Table Formats.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Coding Group Fields 

  • Using Word Table

    Understand how to enter Group Fields into a document using Word tables.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)


  • Using XPLAN Table Format

    Understand how to code Group Fields into a document using XPLAN Table Formats.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Conditioning

Conditional Coding

  • Field 

    Understand how to conditionally code a field so that information will only be displayed if the field has been completed.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)


  • Group Field 

    Understand how to add a code that will insert content based on whether data has been entered into a Group Field.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)


  • Partner

    Understand how to using conditional coding to bring through information relating to a partner entity.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Coding from Advice Modules

Risk Researcher Coding

Understand how to enter codes for Risk Researcher.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

IPS Coding

Understand how to add codes for Portfolio reports.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

XTOOLS/XTOOLS+ Coding

Understand how to enter codes to bring through data from Xtools and Xtools+ modules.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

WealthSolver Test Merging

Understand how to test merge using the WealthSolver Merge Syntax page.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Coding from Document Library

Document Library Coding

Understand how to enter codes that will merge information from the Document Library.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Creating a Basic Letter

Code a Basic Letter

Understand how to code a basic letter.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Test Merging using Debug

Understand how to use the Debug function to test merge coded documents without the need to upload to XPLAN.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Upload/Download Documents

Upload Test Document to XPLAN

Understand how to upload to XPLAN a coded document.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

Download XMerge Coded Document

Learn how to download the coded Xmerge document from XPLAN.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)

 

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