Category "Quick Guides"

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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.

Printing Envelopes and Labels

This QuickGuide explains how to print envelopes and labels from Partner XE for one client and for multiple clients.  

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.

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