Integrations

Xplan

• How do I use the 'Advanced Search' feature?
• How to preview and edit Xplan data
• How do I export documents to Xplan?
• How do I export client data from the partner portal to Xplan?
• How do I create a client in Xplan from the partner portal?
• Importing Client data from Xplan: A guide to Importing, Linking and Ignoring

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Fuse Sign

• How do I set up my FuseSign Integration?

DocuSign

• How do I set up the DocuSign integration?

Annature

• How do I set up the Annature integration?