Documents
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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 includ...
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Dividend Statements
Details Dividends are payments released by corporations to their shareholders, generally as a way to dis...
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Document Checkout
Details Prepare Multiple Company changes in a single document with the checkout system! CAS 360 users wil...
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Document Production
Details Once Company Changes have been made, CAS 360 users are able to proceed to the Document Product...
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Documents - Advanced Filters
Overview The Global Documents screen in CAS 360 is one of the most used screens, and we have now added ...
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Documents Review
Overview Document Review has been designed to allow managers, partners or team leaders review a set of d...
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Export Document List (.csv)
Query How do I export a list of all documents across all companies/trusts in my licence? Solution From t...
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Export Documents for a Company/Trust
Users can now export all company documents at the click of a button. So, now when a company wants their do...
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Generate Documents with a Blank Date
Overview The setting is available to generate documents in CAS 360 with a blank document date. This is av...
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Global Automated AGM Reminders
Overview Global Automated AGM Reminders exist to offer users a completely automated, set and forget optio...
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Global Automated Document Reminders
OverviewGlobal Automated Document Reminders exist to offer users a completely automated, set and forget op...
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Global Documents
The CAS 360 Global Documents screen allows users to view all documents for all companies from one cent...
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How to choose a different email address for a signing contact
You can now select a different email address for a contact to send documents to be signed, either through ...
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How to Reprint Documents
Query How do I reprint documents for prepared company changes? Solution Once company changes are proce...
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Notice of Resolution Form 11 - CAS 360 Dictionary Codes
Notice of Resolution Form 11 Document generated for Changes for Business activities entered in the compan...
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Reorder Documents
The order of documents can be easily changed in the Document Production screen. Saved Document Orders can ...