CAS 360 allows you to edit and customise existing documents through the Document Templates.
The following is a list of Documents that you can customise using the templates:
- Allotment Journal
- Annual Company Statement
- Annual Review Cover Letter
- Application for Shares
- Application for Units
- Appointment of Public Officer
- ASIC Debt Invoice
- ASIC Invoice
- Bank Account Opening Minutes or Resolutions
- Company Constitution
- Consent to Act Letter
- Declaration of Company Not Traded
- Declaration of Dividend Resolution
- Declaration of Trust
- Directors Minutes or Resolutions
- Directors Shareholding Register
- Distribution Statement
- Dividend Statement
- First Directors Minutes or Resolutions
- Members Consent
- Members Minutes or Resolutions
- Members Register
- Notice of Directors Meeting
- Notice of Members AGM
- Notice of Members Meeting
- Notices of Beneficial Ownership
- Occupier's Consent
- Register of Unitholders
- Resignation Letter
- Share Certificate
- Share Transfer Form
- Solvency Resolution
- Supplementary Document Resolution
- Transfer Journal
- Trustee Minutes or Resolutions
- Unit Certificate
- Unit Transfer Form
Document Templates are also available for Hong Kong, BVI, Caymen Islands & Malaysia.
|From the Main Toolbar, go to Settings||
|Select Document Templates||
Document Set Filter
In the Document Set Filter section, select a template to edit.
The search field can be used to locate templates.
To begin editing a template, select a template from the Document Set Filter section.
Select your Jurisdiction
CAS 360 now supports the New Zealand Jurisdiction.
Select between the New Zealand and Australian Jurisdictions. Changing the Jurisdiction will allow users access to the document templates related to that jurisdiction.
How to edit a template
Once a template is selected from the Document Set Filter, the CAS default template can be downloaded by clicking
and selecting Download.
This will download the template as a Microsoft Word document.
Templates used in CAS 360 are formatted using Microsoft Word.
To upload your custom template, click
and locate your template from your computer.
See The CAS 360 Dictionary for all options you can use to customise your documents
Users can use the following fonts customising document templates:
- Helvetica Neue
- Gill Sans
- Calibri Light
- Comic Sans
- MS Reference Sans Serif
Set a Default Template
Users are able to set a default template in the document template screen.
By setting a template as the Default, CAS 360 will have the template automatically selected in the Document Production screen.
Beside the document template, clickand select Set As Default.