Integrations

Electronic 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)
• How does a witness e-sign a document?
• How to complete Electronic Signing (via DocuSign)

Class

• How to share Trust information between NowInfinity and Class
• How to share SMSF information between NowInfinity and Class
• How to connect to Class

Other integrations

• How do I disconnect my custom DocuSign account in my NowInfinity account?
• GreatSoft Comparison Report
• Pulling data from GreatSoft into forms
• Pushing data created in NowInfinity to GreatSoft
• FAQs on integrations
• Opening a Bank Account via NowInfinity

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Xero / XPM

• 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
• Adding entities created on NowInfinity to Xero Practice Manager

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