In order to get the most out of your NowInfinity account, please ensure your settings are customised.
See below the key learning articles for each section of your Portal Settings and Product Settings pages.
The Health Center is a great way to track your outstanding onboarding tasks on NowInfinity.
Portal Settings
Section |
Article |
Account Settings |
|
Available Logos |
|
Credit Cards |
|
Email Settings |
|
User Management |
|
Access |
|
DocuSign |
|
Text Messages |
Product Settings
Section |
Article |
ASIC Agent Address |
|
Document Settings |
|
Annual Statement |
Who receives Annual Statement notifications? How to set a solvency minutes or solvency resolution as default settings for annual statement What are the annual statement and solvency resolution display options? How to add directors signatures to the ASIC annual statement |
Cover Letter |
How to customise and upload more than one cover letter for an Annual Statement |
Summary |
|
Email Settings |
|
Reminders |