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VisiPlan Documents


Non Version Specific Documentation

The following documents are not specific to any release of VisiPlan. They contain information useful to any VisiPlan user.

General VisiPlan Documents
VisiPlan Backup Guide Instructions for backing up your VisiPlan data. This document also advises on how to determine a backup strategy for your system.
VisiTalk User Guide A guide to using the VisiTalk data transfer software.
VisiContent Manager User Guide
A guide to configuring and using the VisiContentManager software.
BT Wrap Applications using VisiPlan A guide to submitting a BT Wrap application using VisiPlan.
Guide to Moving or Reinstalling VisiPlan A guide to moving or reinstalling VisiPlan
Internal Rate of Return Explained This guide explains the Internal Rate of Return figures used to show the performance of investments and portfolios in the Income and Growth reports.
VisiScheduler Setup Guide A guide to setup VisiScheduler.
VisiPlan External Platform Interface Guide A guide to VisiPlan External Platform Inferfaces (VTN).

 

VisiPlan Release Documentation

Each upgrade release includes documentation that is specific to that release.

Document Description Download
Technical Specifications
A comprehensive guide to the hardware and software requirements for the release.
Upgrade Guide
Full instructions for installing a VisiPlan upgrade.
Service Pack Notes A list of the issues fixed by the service pack.
What's New
A high level overview of the new features in VisiPlan. Typically, this document is released several weeks prior to the release of the VisiPlan version to give notice of the coming functionality changes.

 

Need more information?

If you experience difficulty with the downloads on this page, please contact VisiPlan support.

Phone Support

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