Category "Quick Guides"
There are 78 results found
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 QuickGuide explains how to print envelopes and labels from Partner XE for one client and for multiple clients.
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 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 should be used when returned premium was sent to the finance company from the carrier and the agency owes the commission back to the finance company and/or carrier.
This quick guide explains how to customize the Partner XE Advanced Reports using interactive filters.
This quick guide explains how to run a CSR production report in Partner XE™. This report displays all policies assigned to a CSR by transaction type and calculates the approximate agency commission based on the company commission schedule.
This quick guide lists the transaction types or codes that are downloaded on for claims.
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