My Company Info:

This screen is where all your company’s information is stored. Some of the data shows up on the template letters, and throughout NOTICENINJA. This data is only available to Managers and Admins users for security reasons. You can control all your instance settings from this settings screen. You can access all the sub tabs that control all the options throughout the system. If you’re not sure about what a setting does click the (i) or the Help icon on the top of each page.

Settings Home Screen: My Company Info Tab

Demographic Information:

Used to hold your company’s name, address, phone, and fax numbers. Also holds your Email setup, and your system Info, including your company’s logo. (*The logo is used for internal purposes and is not used in any marketing or sales activities.) The logo will go on the template letters you setup to send out to clients and or Agency agents.

*This information should rarely be changed.

ENABLED FEATURES:

This section holds your accounts settings. Each option is used to further configure the system to meet your individual needs. Some of the settings require a password to edit, contact support to help get those configured.

Account Settings: Manage how your account information is displayed and customized.

Automated Letters: Control whether automated letters are sent to clients for updates on notices.

Filing Types: Set which filing types users can see.

2-Factor Authentication (2FA): Enable 2FA for added security on your account. Note: Ensure all phone numbers are in international format.

Countries Managed: Control the number of countries you receive notices from.

Workflows: Manage which workflows are visible to users.

SSO Setup: Set up Single Sign-On (SSO) for your account.

Important: IT department assistance required. See Help File for details. Help File

Sequential Notices: Configure how sequential notices are tracked, including task and workflow assignments.

Due Date Alerts: Set up email alerts for upcoming due dates.

Registered Agent Info: Store your Registered Agent information.

Cost Center Labels: Control the labels used for cost centers at the account level.

Data Capture Notes: Add notes, default settings, and other configurations for the Optical Character Recognition (OCR) screen.

OCR Settings: Set up automatic synchronization for OCR when notice accuracy reaches 90% or higher.

Company Color: Customize the system color scheme to match your company's logo and branding.

Chat AI: Enable or disable user access to a chat interface for asking questions.

Workflow Billing: Activate workflow billing for service providers who want to bill clients.

API’s

This section holds the API’s into 3^rd party systems. If you need to set up one of the API contacts support to send over the policy for adding API’s to your account.

Didi-Signer Settings: Used for E-Signatures, contact support to get this setup.

DocuSign Settings: Used for E-Signatures, contact support to get this setup.

Salesforce Settings: API used to sync case data back and forth.

Zendesk Settings: API used to sync case data back and forth.

Master Tax Settings: Used to set up the Master Tax API to sync account level data.

Yardi Settings: Used to send data over to Yardi account for AP data.

E-MAIL AUTO REPLY SETTINGS:

In this section you can set up the Corporate Shared Email account. This account can be used by (Send on behalf of) other users that have access to send out emails from the system. To setup the individual user emails use the User Profile Settings.

Use Custom Mail Service: Used to override the default SMTP email used when no email is setup info@noticeninja.com as the sending email.

Email Server Name: Put in your company’s SMTP email server name. The setting is used to allow NOTICENINJA to send e-mails out of the system.

Email User Name: Use this if your mail is tired to an account.

Email Password: Enter the password to the user.

Port Number: This is the port number used to send out mail.

Display Name: Used to modify the display name on the e-mail.

SSL / TLS: Use this if your mail system requires a SSL connection.

Select the email client that your organization uses.

ENDPOINT API

Open Endpoint API that provides clients with programmatic access to their tax data. This means clients can leverage software applications to interact with NOTICENINJA data directly, automating tasks and streamlining workflows.

If you want to get the Endpoint API setup contact support.

Navigation Tips:

NOTICENINJA uses a series of Modules and Screens that control the display of the data held in the system. Each Screen holds specific information (Account, Workflows & Tasks, Knowledgebase, , Reports, and System Setup) pertaining to the screen title, organized in a general layout. The navigation bar on the top of the screen will tell you where you are at all times. To go back to the previous screen, you were on click the menu item from the top of the screen.

To open any “Module” (Account, Workflows & Tasks, Knowledgebase, , Reports, and System Setup) click on the Icon/Description. Once in each Module Screen there are options you can choose from (Tabs, Line Items, Reports, and Workflows). Some links open New Screens to display the related data. There are two navigation options, either use your mouse (Point and Click) or use the keyboard (Tab, Up/Down Arrows, and Enter) keys.

Keyboard Navigation Only

Throughout NOTICENINJA you can use your (Tab, Up / Down Arrow and Enter) keys to navigate throughout the system. (Tab) moves to the next Module or Field to the right. Use the Up/Down Arrow to make drop down selections. (Enter) will open or commit your selection.

NOTICNINJA [ Tampa, FL

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