Category "Quick Guides"

There are 189 results found

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.

Marketing Automation Manager Training Guide

This training guide explains the functionality of marketing campaigns and marketing programs, the Marketing Manager Home Screen and Partner Alerts.

Printing Envelopes and Labels

This QuickGuide explains how to print envelopes and labels from Partner XE for one client and for multiple clients.

Training Guide: Client Access Portal Administrator

This Training Guide explains the how to view information the Client Access Portal as a client would see. This feature is only enabled for Portal Admins.

Partner XE Text Messaging Training Guide

This training guide explains how to set up text messaging within Partner XE. You will need to either add the Marketing Automation Manager or add Text Messaging a la carte to be able to use this functionality. – Or view […]

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