Category "Quick Guides"

There are 174 results found

Running an Account Transactions Report (Status of Accounts)

This QuickGuide explains how to run an Account Transactions report in Partner Platform.

Pulling Vendor Reports for 1099 Forms

This QuickGuide explains how to create a vendor payable report from Partner Platform to determine which vendors need to be sent a 1099 form.

Policy Updates vs Policy Endorsements

This QuickGuide explains the difference between policy updates and policy endorsements in the Partner Platform and how each are created.

Client Portal Training Guide

This training guide explains the features available for agencies’ customers on the Client Portal. If interested in activating the Client Portal for your agency, please email accountmanagement@sisware.com.

Sharing Documents to the Client Portal

If enabled in the Portal Settings, documents can be shared from a Client’s Profile to the Client Portal. This QuickGuide explains how to share and remove documents from the Client Portal.

Updating Your IVANS Exchange Mailbox Password

This QuickGuide explains how to update your IVANS Exchange Mailbox password inside your IVANS Exchange Mailbox, as well as how to update that password in Partner XE Administration. Note: If your IVANS Exchange Mailbox password is updated inside your mailbox, […]

Retention Reports

This QuickGuide explains how to run the retention reports available in Partner XE.

Sending Text Attachments

Through Partner Text Messaging you can send images and attachments to clients via text message. This QuickGuide covers supported file types and sizes.

Producer Results Manager (PRM) Training Guide

This training guide explains the features available in the Producer Results Manager (PRM).

Best Practices – Using a Firewall with Partner Platform

This QuickGuide explains best practices for use of a firewall with Partner Platform.

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