NowInfinity Platform

Portal Settings

• How do I set up User permissions?
• SMTP SPF Configuration on NowInfinity
• How to update the LOGO on your Email Templates
• How to update your company details
• How to customise your logo
• How do I change the footer on the cover page?

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Individuals

• What is the Individuals (Closed Beta) feature in NowInfinity?
• How to see all companies and trusts related to an individual
• How do the PINs get assigned to individuals?
• How the Individuals (Closed Beta) diagram can be viewed and used

Login

• ★ Two Factor Authentication (2FA)
• How to login
• How to reset your 2FA Authentication
• How to navigate the platform

Security

• Restrict access to companies on your agent list
• NowInfinity Privacy Policy

FAQ

• ★ How to order a hard copy of a Document
• What is the preferred browser for the NowInfinity platform?
• How can I change the email address which appears in the Welcome page for PleaseSign?
• How many Users are allowed under our subscription and can all Users log in at the same time?
• Can documentation created by one user be seen by other Users?
• Do all Users have the same access?

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