Category "Quick Guides"

There are 141 results found

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.  

Partner XE Text Messaging Training Guide

This training guide explains how to set up text messaging within Partner XE. You will need to either add the Marketing Automation Manager or add Text Messaging a la carte to be able to use this functionality. – Or view […]

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.

Client Portal Settings

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

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