Settings and Navigation

Portal Settings

• Customising the outgoing email address - Default NowInfinity email
• Customising the outgoing email address - SMTP (Simple Mail Transfer Protocol)
• Customising the outgoing email address - AWS (Amazon Web Services)
• How do I set up User permissions?
• How to update the LOGO on your Email Templates
• How to update your company details

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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 use Knowledge Base
• ★ FAQs - Hard Copy Printing
• ★ How to order a hard copy of a Document
• How to void an envelope?
• "Import Funds" is still appearing in Health Center after Importing funds has been completed
• What is the Collaboration page?

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