Category "Desktop"

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Desktop Page 6

Setting up Default Exit Steps

This quick guide explains how to some of the options in the policy exit steps to be defaulted every time a policy is updated.  

Removing the Document Category Selection Window

This QuickGuide explains how to set your User Preferences to skip the document category selection window when saving documents. When this User Preference is set, documents will save to the default document categories setup by Partner XE. Any document category that […]

Linking Clients Using Cross Reference

This QuickGuide explains how to link related clients through the Cross Reference feature. Linked clients will show on the Client QuickSummary screens, but will not appear in search results.

Editing a Certificate Template

This QuickGuide explains how to edit an existing certificate template and the difference between the options Open Template and Change Policy.

Unbilled Policies Report

The Unbilled Policies report compares the policy premium/deposit amount in the policy details to the accounting transaction(s) entered on the client ledger. It will display policies with discrepancies between these two numbers, indicating that an accounting transaction needs entered or the […]

Production Analysis Reports

This quick guide explains how to run a production analysis report in Partner XE™. This can be ran by company or by producer.

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