Overview of Annature's Xplan Integration

Introduction to Annature's integration with Xplan.

Connecting Annature with Xplan streamlines client management and document handling for financial services.

This integration allows users to view and manage envelopes and identity verifications directly from the dashboard.

Creating envelopes and identity verifications for Xplan clients is straightforward with the integration. From the Xplan integration page, users can select a client and click Create envelope or Create verification. This process automatically populates the recipient details with the selected Xplan client's information. 

 Annature's integration with Xplan simplifies client management by automating the syncing of client data, envelopes, and identity verifications.