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This QuickGuide explains how to set up your email server settings. This is needed for the email distribution feature for certificates and emailing through the Marketing Automation Manager. This set up requires Administrator permissions in Partner Platform.
This QuickGuide explains how to use the mass distribution feature to send certificates to multiple cert holders at one time.
Universal templates should be used when there are multiple client who need to have the same policy information on their certificates. Once universal templates are created, they are managed on each client as certificate templates. This QuickGuide explains how to add […]
This quick guide explains how to flood or indicate waiver of subrogation from policy details into a certificate.
This QuickGuide explains how to use the client comment pop up feature and how to set up User Preferences.
This QuickGuide explains how to set up predefined Policy Descriptions in Partner XE Administration, how to add Policy Descriptions to policies and how to lock them for renewal purposes.
This Quick Guide explains how to hide social security numbers for clients, contacts and individuals within Partner XE.
This QuickGuide explains how to select an electronic signature to print on certificates and other ACORD forms. To be selected, a signature must first be added to Partner XE administration.
This QuickGuide offers a chart that shows the quickest way to basic workflows from the Quick Menu, Client Profile and Policy Details.
This QuickGuide explains how producers are assigned to downloaded policies, ways to avoid policies from having no producers assigned, and how to find/update these policies if this occurs.
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