Xplan
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      1. Annature Help Center
      2. Integrations
      3. Xplan

      Connecting Xplan

      Steps to connect Xplan with your Annature account.

      To connect Xplan, go to Settings and click Integrations.

      Next, Click Connect under Xplan.

      Enter your Xplan account's site URL. This is the web address you use to sign in to your Xplan account e.g. https://annature.xplan.iress.com.au.

      After entering the URL, click on Continue and you will be redirected to your Xplan account. Log in to your account if you aren't logged in already.

      Finally, you will be prompted to allow Annature access to your Xplan account. Simply click on Allow to complete the connection.

      Once connected, Xplan will be added to the dashboard's left-hand menu.

      This is where you can access all your Xplan clients and view any envelopes or identity verifications associated with them.

      Keep in mind: Integrations can only be set up/linked by the organisation owner.

      Learn more about Annature roles here.