Integrations
Electronic Signing
- Blank screen appearing when signatory attempts to e-sign
- Bundle E-signing
- E-Signing envelopes expiry timeframe
- How to complete Paper Signing (via DocuSign)
- NowInfinity e-Signature Solution Terms of Usage Disclaimer
- FAQ's - Change of Electronic Signing Provider (PleaseSign > DocuSign)
Class
Other integrations
- Kloud Connect
- How do I disconnect my custom DocuSign account in my NowInfinity account?
- MYOB Practice Management Comparison Report
- Pulling data from MYOB Practice Management into forms
- Pushing data created in NowInfinity to MYOB Practice Management
- FAQs on integrations
Xero / XPM
- How to generate an XPM comparison report
- How Trust Type is determined when importing from XPM?
- XPM (Xero Practice Manager) FAQs
- How to resolve “You don't have access to connect to any Xero Practice Manager Accounts” Error when connecting NowInfinity to XPM
- Connecting to Xero Practice Manager
- Resolving the differences from the XPM Comparison Report