Step 2 - Customising your Settings in 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.

What is the Health Center?

 

Portal Settings

Section

Article

Account Settings

How to update your company details

Available Logos

How to customise your logo

Credit Cards

How to add or remove a credit card

Email Settings

Customising the outgoing email address - AWS (Amazon Web Services)

User Management 

How to add, edit or remove a user

Access

How do I set up user permissions?

DocuSign

How to customise the E-signing email notifications

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

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