Xplan - Document templates and Python Coding
Hello, has anyone got any experience of using 'document templates' in Xplan for generating suitability letters? The idea being that paragraphs can be stored centrally and can be pulled through to suitability templates using Python Coding, as can asset values and plan information.
We have had a go here and whilst the coding works, it plays havoc with the formatting of our letters. Xplan as yet, haven't been able to provide a solution, so I was wondering if anyone can offer any ideas from their own experiences.