I can’t imagine how many hours I have saved because the Doc Box feature is so easy to use. You can always find the document you’re looking for … And there’s never a time when someone is working on something and I have a document that they need on my desk, because it’s scanned, so we both can access it at the same time.
—Leslie Huesman, Agency Owner, Cincinnati Ohio
Digitize your filing system and reduce E&O risk with Partner XE’s document storage system.
The Partner XE agency management system uses an internal transactional filing system (designed to be compliant with existing E&O standards) to manage storage and store all system files and activities.
The storage and retrieval of documents is quicker, easier, and more secure than ever with Partner XE’s Document Storage System (DocBox) which:
- Makes it possible for you to store a variety of information (from Word documents to scanned images or digital photographs) in one centralized place in your agency management system.
- Makes it simple for multiple users to access documents at the same time, each using a secure logon. For enhanced usability, every user has his or her own document working storage box.
- Makes acquisition and importation of documents pain free. External images can be added directly into the system and attached to a client file by a TWAIN compliant device (scanner, digital camera, etc.) or by importing documents from a network folder or local hard drive. A group feature allows you to link multiple images to a single profile
- Supports most file formats; features an intuitive “drag and drop” file transfer; and offers image preview, print and email.
