Category "Quick Guides"

There are 223 results found

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.  

Printing Envelopes and Labels

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

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 […]

User Access Settings

This training guide explains how to set up User Access Settings. The User Access Settings provide a way to restrict users from accounts they should not have access to (e.g. Life & Health).

Partner XE Word Plug-in

This training guide explains how to use the Microsoft Word integration to manage letter templates, create and save letters back to Partner XE and how to merge search results.

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