Category "Quick Guides"

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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 […]

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.

Policy Expiration Report

This QuickGuide explains how to run a policy expiration report from the Reports section in Partner Platform.

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