Category "Quick Guides"

There are 189 results found

Sharing Documents to the Client Portal

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.

Updating Your IVANS Exchange Mailbox Password

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, […]

Retention Reports

This QuickGuide explains how to run the retention reports available in Partner XE.

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 […]

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