Account

How Do I Change my Payment Card?
If you need to change the details which your use to pay for your Inform Direct account this can be amended in the Account section.  1. Please click on the...
Fri, 11 Mar, 2022 at 2:34 PM
How do I add new Offices to the account?
If your organisation has multiple offices, it may be useful to record these in Inform Direct.  Addresses which are added to your account can be selected d...
Mon, 23 May, 2022 at 4:09 PM
Why has my Payment Card Not Been Accepted?
Payments to Inform Direct are all made by card, we accept the majority of card providers. For information of where to add card details see How Do I Add...
Fri, 11 Mar, 2022 at 2:30 PM
How to set up sender email addresses
Emails can be sent to your clients directly from Inform Direct, but you first need to configure how you want the sender of these emails to appear to the rec...
Mon, 8 Jan, 2024 at 8:46 AM
DNS (Domain Name System) record changes
Emails can be sent to your clients directly from Inform Direct, to enable this you can choose to authenticate your domain. For further details on setti...
Tue, 9 Jan, 2024 at 9:49 AM
How to display custom fields for persons
It can be helpful to record your own personalised fields for shareholders or members. Once added, these can be displayed within Inform Direct.   To cr...
Thu, 24 Aug, 2023 at 8:42 AM
How to set up Email Signatures
Custom signatures can be added to automated emails to clients.  For more information on the automated emailing of approval documents to clients, see...
Mon, 8 Jan, 2024 at 8:48 AM