Category "Quick Guides"

There are 189 results found

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.

Issuing Certificates Online

This QuickGuide explains to the end-user how to issue certificates using the Client Portal. Feel free to brand this with your agency information and share with your clients.  

Client Portal Settings

This QuickGuide explains the Client Portal Settings so you can configure it appropriately for your clients/agency.

Manually Attaching Emails from Outlook

This QuickGuide explains how to attach email messages from Outlook using the Partner XE Outlook Plug-in. You must have the Partner XE Outlook Plug-in installed to use this feature.

Web Analytics