Category "Desktop"

There are 194 results found

Policies Not Renewed Reports

This QuickGuide explains how to run a search to check policies that have not been renewed in Partner XE.

Searching for Companies

This QuickGuide explains how to search for company information in Partner XE. You can also see company contacts and any activities or documents attached to the company.

Removing Inactive Clients from Search Results

This QuickGuide explains how to set your default search to only show active clients. If you need to search for inactive clients, you can do so without changing your User Preferences.

Changing the Username/Password for the Download Transfer Utility

This QuickGuide explains how to change your username and/or password in the Download Transfer Utility (DTU).

Cleaning up Clients After Receiving Initial Loads

This QuickGuide explains the steps to eliminate duplicate clients created after receiving initial loads from multiple companies. This is intended for agencies that are new to Partner Platform that are populating their database using i-loads. If you are not new to […]

Emailing Multiple Certificates to One Recipient

This QuickGuide explains how to use the mass distribution feature to send multiple certificates to one recipient from the Certificate Management section.

How do I save a policy as it is being entered / endorsed?

This quick guide explains how to save and set checkpoints in a policy as it is being entered or endorsed. It also explains the proper steps to follow if a session is ended unexpectedly to minimize any data loss.