Category "Quick Guides"

There are 194 results found

Setting up Default Exit Steps

This quick guide explains how to some of the options in the policy exit steps to be defaulted every time a policy is updated.  

Removing the Document Category Selection Window

This quick guide explains how to set your user preferences to skip the document category selection window when saving documents. When this user preference is set, documents will save to the default document categories setup by Partner XE. Any document category […]

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