Dean Hangyu

Advice Wizard Managed Field Content Configuration

Discussion created by Dean Hangyu Employee on Mar 5, 2019

Please make sure that you already have access to the Advice XPLAN wizard on your XPLAN site. If your XPLAN site 
does not have the Advice XPLAN wizard, please speak with your IRESS Account Manager about how to get access to 
the wizard. You will then need to follow the Advice XPLAN Implementation Guide first before adding in the content 
outlined in this guide. 


This Managed Field Content configuration guide will go through each page of the Advice XPLAN Wizard where there 
is a text field where you can preload your own texts to help reduce the time it takes to produce your Statement of 
Advice document.