For more information, please refer to the instructions below:

Menu-> Product Settings-> Email settings

'Email settings' tab on the 'Product Settings' page is where you can customise the email templates which are sent from Corporate Messenger to your clients. 

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The following email templates are available for customisation:

  • Annual Statement Letter (Regular Email) – When annual statement is sent from NowInfinity via email or Outlook.

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  • Annual Statement (e-Sign) – when annual statement is sent via DocuSign

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  • Annual Statement Payment Reminder – Payment reminder sent to client to pay for the annual review fee
  • Company Debt Reminder – Reminder for company’s debt.
  • Forward Documents - email used when forwarding documentation from the Collaboration page,

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  • E-signing reminder for Annual statements - email notifications to remind your clients to sign the Solvency Resolution as part of the annual statement documentation package.

Every template in the list has pre-defined default text that is available to be changed if you require.

To start customising the template go to:

Menu > Product Settings > Email Settings

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Select a template in the dropdown box

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If a template is being customised for the first time, click on “Create New”

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Your logo will appear on the email template. If the NowInfinity logo appears please contact onboarding@nowinfinity.com.au

You can edit the text of the template, however please do note amend or remove the following codes which are used to pulling in relevant data to personalise your emails. @UserName @Accountname @OrderName @CustomText.

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To edit the wording on the template just click on it and amend. Don’t forget to save your changes by clicking on “Upload” at the top right corner. 

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To restore the previous version of the template, click on Restore. To delete the template and use the default NowInfinity template, click on “Delete”.

 

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