How do I import claims reports into Partner XE?
This quick guide explains how carrier claims reports can be imported into Partner XE as claims attached to a policy.
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Category "Desktop"
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Notes System Searches Explained
This QuickGuide explains what information is pulled using each of the Notes System Searches.
Refining results in Partner XE using Binocular Search
This QuickGuide explains how to refine search results in the accounting module. It also explains how to search for information within a Report.
Attaching Partner XE Documents to an Outlook Email Message
This QuickGuide explains how to attach documents (including multiple documents) in Partner XE to an email message created in MS Outlook. NOTE: This feature requires that the Partner XE Outlook Plug-In be installed.
Drag and Drop to Attach Documents
This QuickGuide and quick video explain how to attach documents using the drag and drop feature available on the QuickSummary and in the Documents section. […]
Overview of the Document Management Section
This QuickGuide and quick video give an overview of the general layout of the Document Management section in the Client Profile. It also reviews the features available from this screen, including moving, hiding, emailing, and more. […]
Managing Categories, Folders and Sub-folders for Documents
This QuickGuide and quick video explain how to add, delete and rename categories and folders in the Document section of the profile. NOTE: Administrator permission is required to adjust these settings. […]
Adding an Additional Interest from a Policy as a Cert Holder
This QuickGuide explains how to add an additional interest from a policy (such as a mortgagee) as a cert holder without having to manually add them as a contact. […]
Attaching Documents to Certificates
This quick guide explains how to attach a document to a certificate. Documents can be attached to a certificate template, to a specific cert holder, or both. These documents are available to be viewed from the certificate management screen and are […]
Renewing Certificates to an Existing Template
This QuickGuide explains how to renew certificates to an existing renewal template. This is most commonly used when you renew certificates by request, instead of all certificates at one time. […]
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