The CAS 360 Trust Documents screen allows users to view all documents for a Trust.
From the Main toolbar navigate to Trust
To select a Trust that has been previously set up in CAS 360, simply search and click on the Trust Name from the list.
Document Screen Search Box
Use the Search box to filter the Document screen.
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.
|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.
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.|
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 Trust changes.
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.
Clickto accept changes or to ignore changes.
The Options menu 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.
|Date of Document||
Date the document was originally generated.
Note: Changing this date will not change the date on the document PDFs
Helps users manage documents by indicating what stage the document is at. Select between:
Latest Status Date
|Date the current Document Status was selected.|
The Attachments option allows users to view all the documents generated for the document. This may include 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.
|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|
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.
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:
|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 thebutton available|
|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
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|