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Norman Michael

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Articles

Recent activity by Norman Michael

  • Adobe Sign

    BGL empowers you to sign, send and manage your compliance documents anytime, anywhere, on any device This article is a guide as to how to set up the integration for Digital Signing from within CAS...

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  • Addresses Powered by Google

    Address searching in CAS 360 is now powered by Google! In this day and age, we have all come to increasingly expect processes to be frictionless. However, in a lot of applications, a simple functi...

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  • Automated Document Reminders

    When you prepare any document in CAS 360 you can pre-set document reminders for your clients. This includes all Company Change Documents, Annual Returns and even Trust Documents.  Multiple remind...

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  • Support, Help and Feedback

    Overview Gain greater value from CAS 360 with BGL product support, help and feedback. This article provides all the available resources for CAS 360, to help you resolve common queries, and how you...

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  • Company Documents

    Overview The CAS 360 Company Documents screen allows users to view all documents specific to the company selected. At first glance, users will be able to: Immediately identify and group documents ...

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  • Trust Documents

    Overview The CAS 360 Trust Documents screen allows users to view all documents specific to the trust selected. Navigation From the Main toolbar navigate to Trust To select a Trust that h...

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  • Trust Listing Report

    Overview To report on all the trusts that have been created in CAS360 use the Trust Listing Report. The Report will summarise the following: Trust Name Trustee Trust Formed Trustee Appointed ...

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  • Address Usage Report

    Overview The Address Usage Report shows where an address is used in CAS 360. Instructions From the Main Toolbar, navigate to Reports Select Address Usage Report. CAS 360 will display...

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  • Quick add/edit emails and mobile phone numbers

    Add Missing Emails and Mobile Phone numbersWe have added the ability for users to quickly add and edit email and phone number details when sending documents or reminders via CAS 360.When you select...

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  • Outbox

    OverviewThe CAS 360 outbox stores all outgoing email messages that have been sent from CAS 360. From the outbox, you will be able to view, resend and track the delivery of all emails sent from CAS ...

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