Adding multiple Companies to Corporate Messenger using Bundle Agent Appointment

After activating Corporate Messenger, all Companies you are currently an agent for will appear automatically in the Companies page.

To become the agent of multiple new Companies (so that they appear in your Companies list) follow the below steps.

Note: If the Company was previously in a different NowInfinity account, the Company's historical data will not be transferred to the new agent number's account.

 

Navigate to Menu > Productivity > Bundle Agent Appointment

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This will redirect you to the Bundle Agent Appointment page.

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There are two options when completing a Bundle Agent Appointment.

Option 1: Upload Multiple Companies

Option 2: Link Multiple Companies

 

Option 1: Upload Multiple Companies

1. Click “Download Template”

2. Save the spreadsheet to your computer then complete and save the following information for each Company:

  • ACN (required)
  • Company Name (required)
  • Officer First Name (required)
  • Officer Last Name (required)
  • Officer Email (optional)
  • Officer Phone (optional)
  • Role (required)

Note: You will need to ensure the following when completing the spreadsheet.

  • Guidelines at the top of the spreadsheet are followed
  • Provide only one Officer per company (name as per ASIC)
  • No additional spaces are added (e.g. a space before a company name)

3. Click “Upload and Import” and select the saved spreadsheet to upload

Note: The user completing this step will be the contact (in the "Lodgement details" section) on the Form 362s. For failed records, you will need to click the word “HERE” to download the list of failed records. Possible reasons why the record failed:

      • Wrong ACN
      • Name of the Company does not match the ACN

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4. All successful uploaded records will go to the Lodgements page with the generated Form 362 where you will find all forms and their status i.e. "Waiting for Signature"

In Lodgements, you will need to decide whether you would like to lodge documents or send them for signing prior to lodgement. To lodge these in bulk, select the lodgements you wish to lodge by clicking on the tick boxes to the left. Once selected, open the Actions menu and select "Lodge selected" to submit to ASIC.

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Note: To send the form to your client for signing, you will need to either tick all applicable lodgements > click on "Actions" > select "Download selected" to download the forms.

To email each form for signing open each 362 form under Lodged / Completed or Incomplete and select the "Forward Documentation" option. This will forward the PDF copies of the document/s to the director to sign.

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Option 2: Link Multiple Companies

1. Complete the following information:

  • ACN (required)
  • Company Name (required)
  • Officer Given Name (required) - First name of the Company office holder
  • Officer Family Name (required) - Last name of the Company office holder
  • Officer Preferred Name (optional)
  • Officer Email (optional)
  • Officer Phone (optional)
  • Role (required)

2. Click "Add New Record" to add more Companies

3. When all Companies are added click on "Proceed for signing". The relevant 362 forms will then be generated for each Company. You will be redirected automatically to the Lodgements page where you will find all forms and their status i.e. "Waiting for Signature" ready to be sent or downloaded for signing.

To lodge these in bulk, select the Lodgements you wish to either lodge or send for signing by clicking on the tick boxes to their left.  Once selected, open the Actions menu and select "Lodge selected" to submit to ASIC. We suggest lodging a max. 25 at a time to monitor the lodgements are successful.

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Note: To send the form to your client for signing, you will need to either tick all applicable lodgements > click on "Actions" > select "Download selected" to download the forms.

To email each form for signing open each 362 form under Lodged/Completed or Incomplete and select the "Forward Documentation" option. This will forward the PDF copies of the document/s to the director to sign.

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