Overview
Document Review has been designed to allow managers, partners or team leaders review a set of documents to be sent to a client prior to dispatch.
This feature is an extension of the Document Production process in CAS 360.
Workflow
| Step 1: Complete a change to company's details | Complete a change of company details, or process the annual return. |
| Step 2: Prepare documents in CAS 360 | Prepare associated forms and minutes in the document production screen. |
| Step 3: Flag documents for review |
Prior to dispatch, flag the Document Review icon.
|
| Step 4: Input the Reviewer's email |
Select a reviewer to send to (more than one can be selected). The reviewer drop-down list will display all CAS 360 Users of your firm. |
| Step 5: Add Note to Reviewer |
Select |
| Step 6: Select Send All | CAS 360 will send the documents to only the reviewer. |
| Step 7: Accepted/Declined |
Accept: The reviewer will accept the documents and they will be dispatched to the client for signing. Decline: The reviewer may decline the documents and a Notification will be received in CAS 360. Documents will not be sent to the client. |
| Step 8: CAS 360 Notifications | CAS 360 will update all users of the acceptance/declining of documents produced via the Notification System. |
to include any notes for the reviewer. Notes will appear upon reviewing the documents in the Documents Review tab. Example
A resignation of a director was completed. In this example, prior to the dispatch of documents, a reviewer will receive the documents and approve the changes. Once accepted, these documents will be sent to the client.
Preparer:
Click 
to Prepare the forms and documents.
In the Document Production screen, select Flag documents to be reviewed?
Select a reviewer to send to (more than one can be selected). The reviewer drop-down list will display all CAS 360 Users of your firm.
|
Important: The Reviewer must first be added as a User before they can be selected. |
Include any notes for the Reviewer by selecting 
. The reviewer will be able to view the notes upon reviewing the documents.
Select 
An email preview screen will appear. This email will be sent to the reviewer. Select 
Reviewer:
The reviewer will receive an email with a link to login to CAS 360. This will direct them to the Document Review screen.
| From the Main toolbar, go to Documents |  |
| Select Documents Review |  |
Document Alert Filters
| All Documents | Display all documents |
| Pending Review | Display all documents currently pending a review. |
| Review Passed | Display all documents where review has been passed |
| Review Failed | Display all documents where review has failed |
Select 
After reviewing the documents, the reviewer will select either Approve Document or Reject Document.
If declined, the document will not be sent to the client and will remain in document production and in Global Documents/Company Documents screen with the document status as Review Failed.
Notes can be made by the reviewer to explain the reason for declining. Hover over the N icon in the Global Documents/Company Documents screen to view document notes.
If accepted, the documents will be dispatched to the client for signing.
TIP!
To update the email sender name and reply to addresses, refer to the Email Settings screen. Users can choose between the Preparer or Reviewer as the sender of the email.
CAS 360 will display an update of acceptance or decline of documents to the preparer via the Notification System.
