Comprehensive XML Data Extract

A Comprehensive Data Extract can be generated from within the Setup area.

This extract will generate a series of files within the C:\Link\Data\Backup area. These XML files include the selected Adviser's Client, Policy, Fact Find and Advice data with any Remuneration and associated work records.

Start by selecting the Adviser name from the dropdown:

Click on I> Generate Comprehensive XML data extract:

Click 'OK':

All files are now backed up in the following location:

Note: The files generated in this folder are specific to the Adviser, you will need to move the files to another folder ready for the next adviser extract - Otherwise any new extract will overwrite the files.