In order to export supporting and advice documents attached to client plans into the same clients' myprosperity file, you will need to connect to a myprosperity profile.
How to connect your myprosperity App
Click on the integrations chain icon, top right.
Click on the ellipse icon "⋮", in line with the myprosperity site
Select Connect.
You'll be redirected to myprosperity to login
Once logged in, your Advice Designer browser will refresh to reflect a Connected status
How to disconnect your myprosperity App
Click on the integrations chain icon, top right.
Click on the ellipse icon "⋮", in line with the myprosperity site
Select Disconnect.
