System Navigation
Reminders and Alerts
- Date Restrictions When Editing Records in Inform Direct - Overview
- How long should a submission be 'Pending' with Companies House?
- How do I see the filing due dates for a company?
- How Does a Practitioner Set Their Email Preferences?
- How Does a Manager Set Their Email Preferences?
- How Do I Access Global Settings?
My Portfolio
- How do I update a director's or PSC's email address?
- Troubleshooting: Missing Company in Your Portfolio
- How to Remove the "How Can I Help?" Pop Up from the Chat Widget
- Can I Search for Individuals Across My Companies?
- Reports in Inform Direct
- How do I track activity and view reports in Inform Direct?