Navigation

From the Main toolbar navigate to Trust

To select a Trust that has been previously set up in CAS 360, simply search and click on the Trust Name from the list.

Select

Search

Use the Search box to filter the Document screen by File Name, Trace Number, and Document Status

The search can even filter for text in the document's Changes Summary. Example: Typing the trustee's name, will display all their documents.

Export Document List (.CSV)

Export a list of all documents in the Global Documents screen by selecting on top of the screen. 

Select Export Document List (.CSV).

This will export all documents listed on the Global Documents Screen to a .csv file, with the following information:

• Company/Trust Name
• Document Type
• Document Custom Name
• Trace Number
• Prepare Date
• Status
• Status Date
• Last Updated by

Tip

Press and hold the CRTL key on your keyboard and click on the files to select multiple documents at a time.

	Select Save to upload the selected documents.
	Select Cancel to exit out the screen without saving.

Document Options

Selecting besides a document, provides users with a number of functions to manage trust documents. These options are explained in more detail below:

The Edit option will display the Edit Document Details screen.

Field	Explanation
Date of Document	Date the document was originally generated. Note: Changing this date will not change the date on the document PDFs
Document Status	Change status to help manage documents by indicating what stage the document is at.
Latest Status Date	The date the current Document Status was selected.

The Attachments option allows users to view all the documents generated for the trust change. This may include the meeting minutes, resolutions, share certificates.

Users are also able to upload external files to CAS 360 to attach to the company. Files may include client letters or other supporting documents.

Drag and drop the files you wish to upload. Alternatively, select Browse and pick the document(s) you want to upload.

To download or view the attachments, select the ... next to the file, then click the relevant option:

Displays a Timeline of the document status, such as the time and date of any status changes and the user that has changed the status.

Removes the document and its attachments from CAS 360.

Allows users to add new comments or view existing comments attached to a document.

will appear beside documents with a comment. Users can hover over this icon to quickly view the comments made on documents.

Allows users to send a copy of the document to one of the contacts from the Contacts screen via email or SMS. 

Users can send an automated document reminder to one of the contacts from the Contacts screen to review a document. Up to 6 separate reminders can be added to a document. For more information on Automatic Document Reminders, click here. 

Document Alerts Filters

The Trust Documents screen also has a number of filters allowing users to easily see documents that need action. These filters include:

Filter	Explanation
All Documents	Display all documents in the documents screen
Overdue Documents	Show documents that are now late and where the late fee will apply
Due for Lodgement in 7 Days	Show documents which have within 7 days to be lodged before the late fee applies
Due for Lodgement within 14 days	Show documents which have within 14 days to be lodged before the late fee applies
Documents to be Lodged	Shows documents that have the button available, and can be lodged directly from CAS 360.
Documents Lodged	Show only documents that have already been lodged
Electronic Signing - Signed by client	Show only documents that have been signed by clients using Digital Signing.
Electronic Signing - Signed, not lodged	Show only documents that have been signed by clients using Digital Signing but have not been lodged.