The official online resource for Partner Platform clients
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, […]
This QuickGuide explains how to run the retention reports available in Partner XE.
This training guide explains the functionality of marketing campaigns and marketing programs, the Marketing Manager Home Screen and Partner Alerts.
This QuickGuide explains how to print envelopes and labels from Partner XE for one client and for multiple clients.
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.
This QuickGuide explains how to determine whether Windows is 32-bit or 64-bit and is relevant to agencies using the Outlook plug-in.
This QuickGuide explains how to filter the policies displayed in the Client QuickSummary to see only what you want to see.
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.
This QuickGuide explains the icons, menus and features available in the QuickSummary screens.
This quick guide explains how to correct an error when using the merge search results feature.
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