Michael Kinens

What's this 'remote filing' thing?

Blog Post created by Michael Kinens Employee on May 19, 2016

Email plays a large part in our lives, so much so, it has shaped how we often think about solving problems. Therefore it shouldn't be surprising to hear the question: "Is there an easier way to get the audio recording from my client meeting into XPLAN than emailing myself the audio file, saving it to the desktop, creating a new file note, and then uploading the file as an attachment?"  In short, yes.



So, what is 'remote filing'?

'Remote filing' is simply the act of pushing content into XPLAN when your not using XPLAN.  There are different methods available to accomplishing this, but ultimately, all deliver the benefit of simplicity and greater efficiency.  One of the options available, and we'll focus on this method here, is to exploit XPLAN's ability to 'accept' inbound emails (for more information on the mechanics and set up this, have a look at Incoming email: How to automatically file your emails from any email client). Given the question posed, the experience would now look something like this:


1. The meeting is recorded using your favourite/preferred solution (here I'm using Apple's Voice Memos).



2. At the conclusion of the client meeting, tap on the 'share' icon, and select the 'Mail' option.



3. Enter the client's unique XPLAN email address (click here if you need help finding this) and update the 'Subject' line to ensure that the Note Type and Subtype are correctly assigned when XPLAN 'processes' the email (in this example we're using the text '(AR)' to indicate that we are filing an audio recording from a meeting).



4. Send the email... Later, upon returning to your desktop, you'll find the Note sitting under the client's file.

2016-05-19 10_01_44-Steve Smith (TBD, Online Ins. Quote, , ) _ XPLAN powered by IRESS.png


2016-05-19 10_02_27-Steve Smith (TBD, Online Ins. Quote, , ) _ XPLAN powered by IRESS.png




INNOVATE more...

  • Capture and file diagrams from the whiteboard.
  • Automatically capture client statements, correspondence, contract notes, etc. from providers and other third parties.   

KNOW more...