Merging Clients
This QuickGuide explains how merge two clients together in Partner Platform.
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Category "Desktop"
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Sending an Email Using a Template
This QuickGuide explains how to use a template to create an email message.
Creating an Evidence of Property
This QuickGuide explains how to create an Evidence of Property (ACORD 27) in Partner Platform.
Renewing Certificates to a New Template
This QuickGuide explains how to renew certificates under a certificate template into a new certificate template.
Printing a Certificate Holder List
This QuickGuide explains how to print a certificate holder list.
Creating a Certificate Template
This QuickGuide explains how to create a certificate template in Partner Platform. Certificate templates are used to quickly create certificates for clients by allowing all of the information that is needed for all certificate holders to be entered directly on […]
Deleting/Retiring Certificates and Certificate Templates
This QuickGuide explains how to retire (hide) and delete certificates and certificate templates in Partner Platform. Retiring/deleting certificates should be done if: Certificates were renewed or created in error General cleanup for old certificates is needed […]
Viewing Saved Certificates
This QuickGuide explains how to access saved certificates the fastest way from the Agency Desktop screen.
Adding the ACORD 101 to Certificates
This QuickGuide explains how the Acord 101 is added to a certificate created in Partner XE.
Copying a Certificate
This QuickGuide explains how copy an existing certificate to be issued to a new certificate holder.
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