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Norman Michael

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Recent activity by Norman Michael

  • Email Templates

    The Email Templates screen allows you to customise emails sent from CAS 360. Add your own text, images, logos and even videos to the emails that are sent. Tip You can set the email sender name ...

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  • Document Templates

    Through CAS 360 you have complete control to produce your own document suite. Change the look and feel of your compliance documentation by building custom templates. Customisation is currently av...

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    • 3 followers
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  • Name Registrations

    OverviewThe Name Registrations screen can hold a history of the company's previous and current names.NavigationFrom the Main Toolbar, go to Company.Select the Company from the list.Select Name Regi...

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    • 1 follower
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  • Document Status Listing

    Overview The Document Status Listing lists all the documents saved in the Documents screen for the selected company(s). The listing report includes document information such as: The Due Date ...

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    • 1 follower
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  • Register of Charges

    Overview A Register which displays Charges information for a Company. Instructions From the Main Toolbar, navigate to Reports Select Register of Charges CAS 360 will display the Repo...

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    • 1 follower
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  • Register of Prescribed Interests

    Overview A Register which displays Prescribed Interests information for a Company. Instructions From the Main Toolbar, navigate to Reports Select Register of Prescribed Interests CA...

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    • 1 follower
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  • Register of Officers

    Overview A Register which displays company directors (past or present) Instructions From the Main Toolbar, navigate to Reports Select Register of Officers. CAS 360 will display the ...

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    • 1 follower
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  • Register of Director Shareholdings

    Overview A Register which displays company directors (past or present) that are also shareholders (past or present). Instructions From the Main Toolbar, navigate to Reports Select Reg...

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    • 1 follower
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  • Docusign

    This integration allows forms and documents to be digitally signed in CAS 360 using Docusign. Docusign replaces printing, faxing and scanning documents with the easiest, fastest most trusted way t...

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    • 1 follower
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  • Global Search

    The Global Search allows users from any screen to search and navigate to any company, trust, contact or document. Company Users can use the search to select a Company which will take the user di...

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    • 1 follower
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