Outlook and Word Plug-ins

Use this on-demand training guide to understand:

Outlook Installation
- Learn about Installation and Setup including Requirements to Install, Importing Contacts, Selecting Preferences (options) and troubleshooting.
Adding Documents, Emails and Contacts from Outlook
- Learn how to send an email from Partner and auto-attach it as a document.
- Understand how to attach a document from Partner into an Outlook message.
- Learn how to add multiple emails to Partner, and how to add a new client, contact or individual from Outlook.
Creating Letter Templates
- Learn how to create letter templates from Partner or from Microsoft Word and learn to Generate those letters for a list of clients or policies.
- Create envelopes or labels for one or multiple/groups of clients.
- Learn to edit, copy, delete, inactivate or autosave letter templates.

Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
Support Articles: Designed to answer workflow questions by providing step-by-step instructions.

Use this section for configuring the Outlook install, adding documents, emails, contacts, and creating letter templates.