Starting out
- Profile Management
- User Manager
- How to Invite the BGL Client Success Team to a CAS 360 License
- Bulk Annual Review Processing
- Create Companies with ASIC search
- Company Select Screen: Filter your columns
Basics
- Trust import spreadsheet template
- Password Policy for CAS 360
- Annual Reviews
- Documents
- SMS Messaging
- CAS 360 Alerts
Company Management
See all 9 articlesMigration
- Migrate from CAS to CAS 360
- CAS requirements before migrating to CAS 360
- Validation Checks
- Post Migration Check
- Migration FAQs
- CMY Import