Global Documents

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Overview

The CAS 360 global Documents screen allows users to view all documents for all companies from one central location. 

At first glance, users will be able to immediately identify and group documents that are due for lodgement, check the internal trace number CAS 360 has given for the document, view the number of company changes contained in a set of documents and review the document status.

From the Main Toolbar, go to Documents

 

Use the Search box to filter the Document screen by Companies.

CAS 360's enhanced search function in the documents screen allows users to be able to search for Documents by Company Name or Document trace numbers. Documents can also be searched by Document StatusDocument Type and even to search for text in the document's Changes Summary.

So you if you know the director's name, simply type in their name and you will see all their documents across all Companies.

Upload Documents

Users are able to upload their own documents and save them into CAS 360.

To upload a document, select:

The Upload Document screen will display.

Field Description
Attach documents to existing Company

Select  this option to upload the documents for the currently selected company.

You will then need to select a company.

Attach documents to existing Trust

Select  this option to upload documents for an existing trust.

You will then need to select a trust.

Document Name Input a name for the document or document pack.
Document Status Select a status from the list.
Status Date Input the date for the status.
Document Date Input the date for the document.

Drag and drop the files you wish to upload.

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

Tip

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


Field Description

Select Save to upload the selected documents.

Select Cancel to exit out the screen without saving.

Changes Summary 

Under the Changes column, users are able to quickly identify the number of changes contained in the set of documents. Users can hover over the changes to instantly view the details of the Company changes.

Screen_Shot_2019-04-11_at_10.30.18_am.png

 

 

Lodge Documents

For documents that are enabled to be lodged electronically via CAS 360, the Lodge button will display.

SMS Messages

The View SMS icon will allow users to view and reply to SMS messages sent via CAS 360

If multiple recipients were selected for the SMS reminder, users will be flip between the correspondences of the different recipients.

 

 

Quick Status Change

Users are able to quickly and easily change the status of a document.

Click on the Document status field to change the document to a new status.

Click  to accept changes or  to ignore changes.

Options

The Options menu provides users with a number of functions to manage company documents. These options are explained in more detail below:

Edit

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

Helps users manage documents by indicating what stage the document is at. Select between:

  • Added from Migration
  • Document Prepared
  • Sent to Client
  • Signed by client
  • Lodged
  • Document Processed
  • Document Received
  • Lodgement Rejected
Latest Status Date
The date the current Document Status was selected.

Attachments

The Attachments option allows users to view all the documents generated for the document. This may include the Director/Members meeting minutes, resolutions, share certificates.

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

You can either drag and drop documents or select browse for files and locate the additional documents you want to attach.

To view the attachments, hover your mouse over the document.

Icon Explanation
Delete an attachment. Attachments generated by CAS 360 or migrated from CAS desktop cannot be deleted.
Download a copy of the attachment to your computer
Instantly generate the attachment for you to view

History

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.

Delete

Removes the document and its attachments from CAS 360.

Comment

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.

Send From to Client

Allows users to send a copy of the document to one of the contacts from the Contacts screen.

Send Document Reminder

Users can send an email reminder to one of the contacts from the Contacts screen to review a document.

Document Alerts filter

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

Document Alerts

Filter
Explanation
View all Documents Display all documents in the documents screen
Overdue Documents Show documents that are now late 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 which have the  button available

Documents Lodged

 Show only documents that have already been lodged
DocuSign - Signed by client Show only documents that have been signed by clients using DocuSign
DocuSign - Signed and not lodged Show only documents that have been signed by clients using DocuSign but have not been lodged

Awaiting Signature Filter

Incomplete Annual ReviewAnnual review documents which are using the Track the annual review via the document deadline alert feature
Filter
Explanation

Sent to clients still require signing

Documents that have been Sent to clients

Sent to clients - DocuSign

Documents sent to clients to be signed with DocuSign 

 

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