Step 2 - Customising your Settings in NowInfinity – NowInfinity

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	How to update your company details
Available Logos	How to customise your logo
Credit Cards	How to customise the outgoing email address
Email Settings	Instruction for Email security settings
User Management	How to add, edit or remove a user
Access	How do I set up user permissions?
DocuSign	Customising email templates
Text Messages	How to customise the text messages

Product Settings

Section	Article
ASIC Agent Address	ASIC agent address
Document Settings	ASIC 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	How to set up the summary report
Email Settings	Customising email templates
Reminders	How to set up reminders