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Backing up Xplan

Question asked by Rowan Lockwood on Jul 4, 2018

Is there anyway we can download all our client notes and attachments to an external hard drive.

We have advisers who if they retire would like to retain a copy of their client notes as they are still liable for many years after and in retirement wouldn't want to retain their Xplan license. Given we are also looking to go paperless we will only do this if we can store our notes on a hard drive as a backup.

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