Category "Quick Guides"

There are 97 results found

Sending an Email Using a Template

This QuickGuide explains how to use a template to create an email message.

How do I print the vendor account number on checks automatically?

This Quick Guide explains how to set up a vendor in the accounting module so that the account number prints on the checks.

How do I use the Partner XE Mobile app?

This quick guide explains the features available with the Partner XE Mobile app and how to use them. It also explains how to set up the mobile app for your agency and users.

What permissions are available for users in the Accounting module of Partner XE?

A list of permissions available for users in the Accounting module of Partner XE is found in this quick guide.

Exporting Search Results to Print

This QuickGuide explains how to easily export search results from an Advanced Search, System Search or QuickList and print the results from Microsoft Excel.

How do I process invoices or direct bill when editing a policy?

This Quick Guide explains how to use Exit Steps to update invoices and direct bill entries when editing a policy.

Adding Company Commission Schedules

This quick guide explains how to set up a default schedule for company commissions in the Accounting Module.

Creating a Contact

Contacts are vendors, lien holders, mortgagees and other non-customer/client contacts. This QuickGuide explains how a contact can be quickly created using QuickCreate.

How do I quickly create an individual?

Individuals are additional insureds within a client or contact, ex. family member, employee, driver. In addition to using the Individual – Address Book to create an individual, an Individual can be quickly created using Quick Create. Individuals are used to […]

How do I add more than one location to a policy?

This quick guide explains how to add locations and premises to a policy. This includes options to copy/paste locations across lines of business in a package.

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