Category "Desktop"

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Desktop Page 11

Exporting and Importing Locations, Drivers and Vehicles

Locations, drivers and vehicles can be exported from commercial lines policies into a csv spreadsheet format.  Changes can then be made to the spreadsheet and imported back into Partner XE.  Review this QuickGuide to learn how.

Creating and Linking Individuals

This QuickGuide explains how to create a new individual and how to link an existing individual to a client in Partner Platform.

Manually Renewing a Policy

This QuickGuide explains how to manually renew a policy (when it is not downloaded) in Partner Platform.

Processing the Daily Download with the Download Policy Assignment

This training guide explains how to process the daily download using the Download Policy Assignment feature (DPA). The DPA allows the user to assign the policy to the correct client if a match was not found when the policy downloaded. The alternative to […]

Exporting Search Results to Print

This QuickGuide explains how to easily export search results from an Advanced Search, System Search or QuickList and print the results from Microsoft Excel.

Changing the Line of Business on a Policy

This QuickGuide explains how to change the line of business on a policy from a monoline to a package policy or from a package to a monoline. Please note: The line of business cannot be changed from a monoline policy […]

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