How to mark an ASIC Form as sent

Question

How can I mark an ASIC Form the was sent for signing outside of NowInfinity as sent?

Answer

The sent status can be updated from Menu > Corporate Messenger > Lodgements, and can be actioned upon a single form, or in bulk.

• Single Form Update
• Bulk Update

Notes:

• The lodgement's status must be Waiting For Signature to update the form.
• This process marks that the document has sent externally from NowInfinity, it does not send the document for e-signing
• The date recorded as having be Sent Manually is the date the update is completed

Single Form Update

1. Navigate to Menu > Corporate Messenger > Lodgements
2. Select the 3 dots to the right of the lodgement
3. select Mark as Sent
   

Bulk Update

1. Navigate to Menu > Corporate Messenger > Lodgements
2. Select the checkbox to the left of the forms you wish to update
3. From the top right, select Actions > Mark as Sent