Customising Email Templates

Email Templates are the bodies of the email that your client will initially see when they open an email from you, sending them documents for signing. There are 2 sections within NowInfinity which can be used to update the Email Templates:

  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.

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

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Select a template in the dropdown box:

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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 please click here for instructions to upload your own logo.

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

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To edit the wording on the template just click on it and amend. Save your changes by clicking “Upload” at the top right corner:

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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 forwarding documentation from the Collaboration page
  5. E-signing reminder for Annual statements - Signing reminder sent to clients to sign the Solvency Resolution 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.

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

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Select a template in the dropdown box:

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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 please click here for instructions to upload your own logo.

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

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To edit the wording on the template just click on it and amend. Save your changes by clicking “Save ” at the top right corner. To restore the previous version of the template, click on "Restore":

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The following templates are available to be customised

  1. E-Signing Notification - The email notification alerts signatory(ies) that there is a request for them to sign a document
  2. Document e-signing completed - The email notification your client receives when document signing is complete
  3. Document e-signing rejected - The email notification sent to all signatories if someone rejects the signing
  4. Document e-signed by a party - The email received when a signatory has completed signing
  5. E-signing reminder for ASIC documents - The email notification sent to remind signatories to complete the signing of ASIC document.
  6. E-signing reminders for regular documents - The email notification sent to remind signatories to complete the signing of a regular document

"View Documents Online" button - Clients will be redirected to the E-Signing page to sign the documents.

 

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