Global Documents

Overview

Navigation

Document Screen Search Box

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

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

Advanced Filters

Use the Advanced Filter button to filter documents by specific companies, trusts, agents, and more.
For more information, see the Documents - Advanced Filters article.

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) orExport Filtered Document List (.csv)

• Export Document List generates a list with all documents on the Documents screen.

• Export Filtered Document List only generates a list with documents that match the entered Filter criteria.

This will export relevant documents to a .csv file with the following information:

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

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.

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.

	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 click on Change to view a summary of all changes resulting from the prepared documents, including dates on which these changes occurred.

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

For more information on filing company changes, click here.

SMS Messages - Coming Soon

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 can 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.

Document Options

Selecting besides a document, provides users with a number of functions to manage company 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 company change. 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 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 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.
	Preview the document.

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 void a Digital Signing document from within CAS 360, to prevent the recipients of the document from signing. 

This option only applies for documents under the filter/status Electronic Signing - Sent to Client.

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 Filter

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

Document Alert Filters

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
Annual Review/Return	Show only Annual Return documents
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.
Annual Return	Show only Annual Return Documents in the Documents screen.

Awaiting Signature Filter