Category "Quick Guides"

There are 96 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.

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.

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.

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.

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.

General Layout of the QuickSummary

This QuickGuide explains the icons, menus and features available in the QuickSummary screens.

‹3 of 10 1 2 3 4 5 6 7 ›»