Once Company Changes have been made, CAS 360 users are able to proceed to the Document Production screen to prepare documents.
Document Production is where users are able to:
- See a list of all changes that are being made
- Preview the Document Suite
- View and change all document options
- Select which documents to prepare and how the documents will be delivered.
The left-hand column of the Document Production screen will outline all the company changes CAS 360 will prepare in the current set of documents.
CAS 360 will outline details such as the date of the change, contacts involved in the change and even where foreign currency has been used.
Users can remove company changes from the document production screen by clicking
Select to close the Document Production Screen
The order of documents can be easily changed. Simply drag and drop the documents in the desired order.
Users can then save the document order, to be used across multiple companies. Select
For more information on reordering documents, click here.
CAS 360 will automatically select the required documents for the selected changes.
|Users are able to select or deselect documents at will by toggling on or off the document.|
|To preview a document, click the document name.|
Select Options to change any of the document settings. Different options will appear in relation to the type of document.
Under Options, choose to export the documents in Word.
|Select Upload to upload a file from outside of CAS 360 to be included as part of the document suite.|
You can then download or email these document(s) to relevant contacts.
To use a different document template, selectin the document production screen. If supported, choose a different document template.
Refer to Document Templates for more information on how to create your own document template.
By selecting Download All, users can download the chosen documents into a single PDF file.
By selecting Send All, the preview email screen will appear prior to sending the chosen documents to selected contacts.
You can input additional recipients if required. Multiple contacts are able to be selected.
Once users send the document suite, the documents will be saved in Global Documents/Company Documents, with a unique trace number. The status of the forms will update to Sent To Client. Users can also view all sent emails from the Messages screen
Users can set the email sender name and reply-to address for emails sent from CAS 360 in the Email Settings Screen.
Document Review has been designed to allow managers, partners or team leaders to review a set of documents to be sent to a client prior to dispatch.
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.
See Documents Review for more information
Users can set Preparer or Reviewer as the email sender name for emails sent from CAS 360. This can be adjusted in the Email Settings Screen.
To use a different email template, select in the document production screen and choose a different email template.
Refer to Email Templates for more information on how to create your own email template.
Automated Document Reminders
When preparing documents in the Document Production screen, simply click beside Download All or Send All and select Set-up automatic document reminders.
See Automated Document Reminders for more information