Improve collaboration by sharing client information with other advisors. Step-by-step instructions below, or watch a short demo video.

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Saving and Sharing Case Data

Step One: Generate a client’s PDF report by using a PlanFacts app

Open any PlanFacts app you’ve used on the case, and click the Print button. This will generate a PDF report file that automatically includes all data that’s been entered for this case (including data entered in other apps)

Step Two: Save the client’s PDF report to your computer. You can do this two ways:

Option 1: Right-click the PDF report, select “Save As” and then choose any folder you would prefer to save the PDF file in. Option 2: Click the download icon in your browser, which will send the PDF file to your computer’s “Downloads” folder.

Step Three: Share the client’s PDF report file

Share the PDF file however you choose. For example, you could send the PDF file by including it as email attachment, or by uploading it to an internal CRM.

Importing Shared Cases to your PlanFacts Dashboard

Optional Step One: Save the PDF report file you received to any folder on your computer

However you received the shared PDF file, you can download or save it to any location your computer. If you received it as an e-mail attachment there’s no need to save before importing, as you can drag-and-drop straight from your inbox.

Step Two: Open the folder where you saved the PDF file (or the e-mail that it is attached to) and drag-and-drop the PDF file directly onto your PlanFacts dashboard screen.

Once you release the PDF file onto your dashboard, the imported case will be displayed first on your dashboard. The drag-and-drop feature will only import data if you’re on your dashboard screen (not within an app).

Step Three: Open the Case from your Dashboard

The case will now appear first on your PlanFacts dashboard. It will automatically load each app that was used with that case. Click on any app icon under “Apps Used” to begin working with the shared case.