Overview
With a simple click, Roni, our AI, will generate an email to send to clients based on changes made in CAS360. These emails will include the officers and the documents each officer must sign.
The following changes are currently supported:
- Address for Communication
- Address for Service
- Annual Returns
- Appointment of a Director
- BGLiD
- Company Name Change
- Guarantor Appointment - for both local and foreign companies
- Location of Registers Kept - Company's Register address and Shareholders Registers address
- Nominee Shareholder
- Post Incorporation Documents
- Registered Office Address
- Share Issue
- Trust administration changes
- Trust Events changes
- Trust relationship changes
- Trust Unit Transactions
- Unit Trust Distribution
To access Smart Emails, make a change in CAS360 within the Companies screen or the Multiple Changes screen, then click the Prepare Forms button.
Once the document templates and settings have been set up, click Send all.
Below the subject field, in the toolbar, the Write Smart Email button will be displayed.
Click Write Smart Email.
Roni will then create a new email based on the template chosen in the document production screen, and will include which documents must be signed, by whom, and the changes these documents are for.
Any adjustments can be made by typing in the text box field. The email can be generated again by clicking the Write Smart Email button.