Category "Quick Guides"

There are 189 results found

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.

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.

Tracking Rewritten vs Lost Business

This QuickGuide explains how to track truly cancelled policies versus policies that were cancelled but rewritten.

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.

Determining Whether Windows is 32-bit or 64-bit

This QuickGuide explains how to determine whether Windows is 32-bit or 64-bit and is relevant to agencies using the Outlook plug-in.

Creating Certificate Templates for the Client Portal

This QuickGuide explains how to create Certificate Templates for the Client Portal.

Client Portal Settings

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

Policy Display Settings on Client QuickSummary

This QuickGuide explains how to filter the policies displayed in the Client QuickSummary to see only what you want to see.

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.

Managing Cancelled-Rewritten Policies

This QuickGuide explains how to manage rewritten policies so they do not appear as new business in Partner XE.

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