The Xplan integration works in two directions. Client details come into Annature from Xplan, and completed envelopes and verifications go back to Xplan as file notes. This page explains exactly what moves each way, and how to check an envelope has synced.
From Xplan to Annature
- The Xplan page shows your clients and prospects live from Xplan.
- Your address book, if you've imported your clients, is kept up to date automatically with names, emails and mobiles. See Importing and syncing Xplan clients.
Annature never changes client details in Xplan.
From Annature to Xplan
| What | When | Saved as |
|---|---|---|
| Signed envelope | When an envelope linked to the client is completed | One file note with a PDF of the signed documents and certificate of completion, under the document type and subtype you chose |
| Annature certificate of verification.pdf | When a verification created from the Xplan page is completed | A file note, type General, subtype Client Contact |
| Multi-bureau check report.pdf | When the multi-bureau check finishes | A file note, type General, subtype Client Contact |
| AML & CTF screening report.pdf | When screening included in the verification finishes | A file note, type General, subtype Client Contact |
Not saved to Xplan:
- Standalone AML & CTF screenings, and ongoing monitoring updates.
- Verifications that weren't created from the Xplan page.
- Declined or voided envelopes.
- Anything that completes while Xplan is disconnected.
Checking an envelope's sync status
Envelopes linked to Xplan show a banner saying they've been set up for automatic syncing.
- Open the envelope and click View details on the banner.
- You'll see the Client Id (with an Open client link), Client name, Document type and Document subtype, and, once the envelope is completed, its Sync status:
- Synced: the file note is in Xplan.
- Not synced: the file note isn't there, either because the sync failed or the note was deleted in Xplan.
- Unknown: the envelope was completed before November 2023, when sync tracking was added.
Syncing an envelope again
Click Force sync (or Sync again if it's already synced) to send the envelope to Xplan. You'll see The envelope has been successfully synced to Xplan.
Each sync creates a new file note. If the envelope already shows as Synced, syncing again adds a second copy to the client in Xplan.
There's no manual sync for verifications. If a verification document is missing from Xplan, contact us.