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  1. CAS 360 Australia
  2. Getting Started

Getting Started

Learn the basics of CAS 360, from setting up a company to customising document templates.

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
See all 43 articles

Basics

  • Documents - Advanced Filters
  • Trust import spreadsheet template
  • Password Policy for CAS 360
  • Annual Reviews
  • Documents
  • SMS Messages
See all 12 articles

Company Management

  • Global Automated Document Reminders
  • Add a Non-Share Member
  • Director ID alert
  • Company Documents
  • Company Selection
  • Relationships
See all 12 articles

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
See all 9 articles
CAS 360 Australia