The Multiple Changes feature in CAS 360 allows users to appoint and cease officers for multiple companies from a single screen.
|From the Main Toolbar, go to Multiple.|
Select Officer Change.
The Officer Change screen will display.
Begin typing the officer's name.
For new appointments, if the contact has not been previously added to the Global Contact screen,will display. Click to add a new contact.
|Position||Select the officer's position: Director, Secretary|
|Position Status||Select the new applicable status from the drop-down lists: Appointed, Resigned, Removed, or Deceased.|
|Resolution Date||Input the date of the change.|
|Select to proceed to the following screen where you can select the companies.|
|Select to cancel the change.|
Selectthe company(s) for which to process the changes.
|You can look for a specific by typing the name in the search box.|
|Select to prepare the forms.|
The Multiple Changes screen will display will a list of the companies and the changes.
|If you wish to modify the Date of change, click on the date and input the new date. Click on the Tick icon to confirm the change or click on the Cross to abort any change.|
|Select Options | Edit to make any changes.|
Select to access the Document Production screen to download or send the required form and documents for this change.
CAS 360 will prepare the following documents. The default documents will be automatically selected unless flagged off.
Once you have downloaded or sent the documents for the first company, you will be taken back to the Multiple Changes screen to prepare the form and documents for the other company(s).