Running an Account Transactions Report (Status of Accounts)
This QuickGuide explains how to run an Account Transactions report in Partner Platform.
This QuickGuide explains how to run an Account Transactions report in Partner Platform.
This QuickGuide explains how to create a vendor payable report from Partner Platform to determine which vendors need to be sent a 1099 form.
This QuickGuide explains the difference between policy updates and policy endorsements in the Partner Platform and how each are created.
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.
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.
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, […]
This QuickGuide explains how to run the retention reports available in Partner XE.
Through Partner Text Messaging you can send images and attachments to clients via text message. This QuickGuide covers supported file types and sizes.
This training guide explains the features available in the Producer Results Manager (PRM).
This QuickGuide explains best practices for use of a firewall with Partner Platform.
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