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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
See all 10 articles

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
See all 7 articles

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