Processing the Daily Download
This guide explains how to process downloaded policies.
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Category "Desktop"
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Matching Process for Downloaded Policies
When a policy is downloaded, Partner XE will try to match the entity, policy and client. To learn about matching and how to avoid duplicates, read the guide below.
Troubleshooting Download Issues
This article explains the various download processes and what to do if your downloads do not come into Partner XE™ automatically. It will also explain how to restart the Download Transfer Utility if it has stopped running.
Changing “Unknown Insurance Company” on Acord Forms
If a form or certificate is created and “Unknown Insurance Company” appears in the Insurer field, the attached article explains how to update Partner XE Admin so that the company name appears. You must have Administration rights to perform this function.
Creating Auto ID Cards
This article explains how to print auto ID cards for all the vehicles on a policy at one time. This can be done from both the Client Summary (New in version 1.8!) and Policy Details.
Adding the DocBox Shortcut to Your Desktop
Add a Doc Box shortcut to your desktop and eliminate the Import step when adding documents and attachments to Partner XE.
Creating an ACORD Application
The links below explain how to create an application form that automatically floods from policy details.
Displaying the Producer’s Address on Applications and ID Cards
Partner XE version 1.8 corrected the permission to flood producer address to an application. For instructions to change to the agency address, click to download full article.
Quickly Searching for ACORD Forms
Search for ACORD forms by state, type, form number, date, and title. See How to Search for ACORD Forms in the Did You Know …. ? section on the FAQ – Desktop page for more information.
Hiding / Unhiding Documents
This QuickGuide explains how to hide old or expired documents to reduce the number of documents accessed when searching in the Client Profile. Note: You must have permission set to Yes for Hide Documents in Partner XE Administration.
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