Starting out
- Getting Started with CAS 360
- Automation Report
- Automated Company Debt reminders
- Profile Management
- User Manager
- How to Invite the BGL Client Success Team to a CAS 360 License
Basics
- Documents - Advanced Filters
- Trust import spreadsheet template
- Password Policy for CAS 360
- Annual Reviews
- Documents
- SMS Messages
Company Management
- Global Automated Document Reminders
- Add a Non-Share Member
- Director ID alert
- Company Documents
- Company Selection
- Relationships
Migration
- CAS Desktop to CAS 360 Migration FAQs
- Migrate from CAS to CAS 360
- CAS requirements before migrating to CAS 360
- Validation Checks
- Post Migration Check
- Migration FAQs