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.
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Category "Quick Guides"
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Producer Results Manager (PRM) Training Guide
This training guide explains the features available in the Producer Results Manager (PRM).
Best Practices – Using a Firewall with Partner Platform
This QuickGuide explains best practices for use of a firewall with Partner Platform.
Marketing Automation Manager Training Guide
This training guide explains the functionality of marketing campaigns and marketing programs, the Marketing Manager Home Screen and Partner Alerts.
Printing Envelopes and Labels
This QuickGuide explains how to print envelopes and labels from Partner XE for one client and for multiple clients.
Training Guide: Client Access Portal Administrator
This Training Guide explains the how to view information the Client Access Portal as a client would see. This feature is only enabled for Portal Admins.
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 – How to Require a Branch, Producer, or CSR
This QuickGuide explains how to make it required to select a branch, producer, or CSR when creating a client.
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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