Customising Email Templates

When sending email correspondence or scheduling reminders from your NowInfinity platform, an Email Template will be used.

There are two sections in NowInfinity where Email tTemplates are stored:

  1. Annual Statement Email Templates
  2. Other Document Email Templates

Annual Statement Email Templates

Every template in the list has pre-defined default text that is available to be changed if you require.

1. To start customising the template go to Menu > Product Settings > Email Settings

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2. Select a template in the dropdown box

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3. If a template is being customised for the first time, click on “Create New”

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Your logo will appear on the Email Template. If the NowInfinity logo appears, click here for instructions to upload your own logo.

You can edit the text of the template. We suggest not amending or removing codes which are used to pre-populate the relevant client information directly into the template, eg @UserName @CompanyName @Debt @DatePay @CustomTex etc.

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To edit the wording on the template, double click the body of the Email Template to expand the template and begin making amendments.
Save your changes by clicking “Upload” at the top right corner:

To restore the previous version of the template, click on "Restore".

To delete the template and use the default NowInfinity template, click on “Delete”.

 

The following Email Templates are available for customisation:

  1. Annual Statement Letter (Regular Email) – When Annual Statement is sent from NowInfinity via Email
  2. Annual Statement (e-Sign) – When Annual Statement is sent via E-Signing
  3. Annual Statement Payment Reminder – Payment reminder sent to client to pay their annual review fee
  4. Forward Documents - Email used when sending all documents under the 'Documents Available' section via the 'Forward Documentation' box This is located on the bottom left of the Collaboration page or the Annual Statement Profile page.
  5. E-signing reminder for Annual statements - Signing reminder sent to clients to sign the Solvency Resolution/Minutes as part of their Annual Statement package

 

Other Document Email Templates

Every template in the list has pre-defined default text that is available to be changed if you require.

1. To start customising the template go to Menu > Portal Settings > Electronic Signing > Email Settings

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2. Select a template in the dropdown box

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3. If a template is being customised for the first time, click on “Create New”

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Your logo will appear on the Email Template. If the NowInfinity logo appears, click here for instructions to upload your own logo.

You can edit the text of the template. We suggest not amending or removing codes which are used to pre-populate the relevant client information directly into the template, eg @UserName @Accountname @OrderName @CustomText etc.

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To edit the wording on the template, double click the body of the Email Template to expand the template and begin making amendments.
Save your changes by clicking “Upload” at the top right corner:

To restore the previous version of the template, click on "Restore".

To delete the template and use the default NowInfinity template, click on “Delete”.

 

The following Email Templates are available for customisation:

  1. E-Signing Notification - The email notification alerts signatory(ies) that there is a request for them to e-sign a document (excluding company registrations).
  2. E-Signing Notification Company Registration - The email notification alerts signatory(ies) that there is a request for them to e-sign a company registration document.
  3. Document e-signing Completed - The email notification for when document e-signing is complete. 
  4. Document e-signing Rejected - The email notification for when a signatory rejects the e-signing request. 
  5. Document e-signed by a Party - The email received for when a signatory has completed e-signing.
  6. E-signing reminder for ASIC documents - The email notification sent to remind signatories to complete the e-signing of an ASIC document.
  7. E-signing reminders for Regular documents - The email notification sent to remind signatories to complete the e-signing of a regular document.

Where the 'View Documents Online' button is available in the Email Template:

If e-signing is incomplete - It will redirect the signatory to the DocuSign page to e-sign the documents.
If e-signing is complete - It will redirect users to the collaboration page where all the signed documents are listed.

 

 

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