Category "Quick Guides"

There are 97 results found

Report Scheduler

This QuickGuide explains how you can schedule reports to be sent from Partner Platform via an email with a PDF attachment. Only reports available under the Advanced Reports can be sent using the Report Scheduler.

Adding an Agency Bill Invoice for Other Company Payables

This QuickGuide explains how to add an invoice for a company payable not linked to any policy.

Registering Individuals for the Client Portal

Individuals entered in Partner XE can also register for the Client Portal to view client information. This QuickGuide explains how to set up/restrict individual’s access to clients on the portal and how individuals can register for the Client Portal and […]

Creating a Statement of Values

This QuickGuide explains how to create a Statement of Values in Partner XE.

Manually Typing Coverages in Policy Details

This QuickGuide explains how to free form type a coverage into the web-based Policy Details screens.

Report Access Permissions

This QuickGuide explains how to access and assign the Report Access Permissions. The Report Access Permissions give you the ability to control which report categories employees have access to.

Managing Note Types

This QuickGuide explains how to add, delete and inactivate Note Types in the Desktop Admin Settings.

Creating a Note Activity

This QuickGuide explains how to create a Note activity, how to assign and change reminders for yourself and others and how to clear reminders once the activity can be closed.

Enabling the Auto-Assign Next Invoice Number Option

This QuickGuide explains how to enable the Auto-Assign Next Invoice Number option and how it affects invoices, direct advances, client beginning balances and pay plans after an installment.

Reconciling Producer Commissions

This QuickGuide explains how to process a producer reconciliation in Partner Platform.

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