For more information, refer to the instructions below.
Step 1 : Go to Create Document
Step 2 : Access any of the available documents
Step 3 : Click the integration link
The list available via this integration is based on the following:
(a) Companies (from Corporate Messenger) with the status active, deregistered, deregistering or archived.
(b) Legal documents including SMSF Establishment, SMSF Variation and SMSF Establishment w/ Corp Trustee
(c) Individuals from companies in Corporate Messenger & legal documents listed in (b).
Note: Documents and companies in Corporate Messenger should have been added to the NowInfinity account at least 24 hours before it will be displayed in the NowInfinity Integration.
The list is automatically refreshed every Sun/Mon/Tues/Wed/Thurs night at 9 PM. But clients can also refresh the list anytime they want using the refresh button.
Step 4 : Select the required individual or other entity.