Setup Guide

Step 9: Sync Your Email
Managing emails is one of the most important and sought after features of NowCerts. Here are some of the reasons why we highly recommend you to sync your...
Mon, 22 Jun, 2020 at 2:02 PM
Setting Up and Using Custom Email Templates in Nowcerts
Users can set up an email template in Nowcerts and send an email with that template with just a single click of a mouse. Follow these steps: 1. Fr...
Mon, 22 Jun, 2020 at 2:42 PM
How to Change the Number of Records Displayed per Page
In order to change the number of records displayed per page, follow these steps: 1. Go to your Agency "Profile" (located on the top rig...
Mon, 22 Jun, 2020 at 4:49 PM
Integration with RingCentral VOIP Accounts
If your phone system provider is RingCentral, you are able to integrate the RC call logs into Nowcerts. Follow these steps: Set-Up Steps: This...
Mon, 22 Jun, 2020 at 4:38 PM
Agency Branding for Emails
By default, Nowcerts will use our system templates for various emails that go out of the system (including notifications, certificates, forms, etc). You ...
Tue, 23 Jun, 2020 at 2:51 PM
Important: Email Settings to Ensure that your Emails get Delivered
As you know, NowCerts sends a lot of emails on your behalf (certificates, documents, forms, etc.) through your email accounts via SMTP. These kinds of em...
Tue, 23 Jun, 2020 at 3:17 PM
Notification Settings
To get to your notification settings, follow these steps: 1. From your Agency Menu, go to "Profile" 2. Click on the green &...
Thu, 9 Jul, 2020 at 2:54 PM
Faxing from Nowcerts Using your Own Fax Number
If you have a fax provider that allows fax-through-email, you can use your own fax number to fax documents, forms, certificates, etc. from Nowcerts. Foll...
Tue, 23 Jun, 2020 at 5:07 PM
Upload your Logo
We are often asked: "how do I upload my agency's logo into Nowcerts?" Follow these steps: 1. From your Agency Menu, click on "...
Tue, 23 Jun, 2020 at 5:21 PM
Importing your Data
You can import quite a bit of data with our "Data Import" tool. In order to see what kinds of data can be imported, please go to the "Data...
Tue, 23 Jun, 2020 at 6:38 PM