Send Envelopes to Xplan clients

From the Xplan integration page, click on the Open button next to the client you want to send an envelope to.

Under Envelopes, click Create envelope.

This will automatically set up the envelope for syncing and fill in the recipient details based on the Xplan client you selected.

On the Review envelope section, you can select the Xplan document type and subtype.

To finish sending the envelope to your client, follow the instructions in this help article.
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After your client completes the envelope, a copy of the signed documents and its certificate of completion will automatically be pushed to Xplan and added to the client's file notes.

The file note will use the document type and subtype that you chose when creating the envelope.