Overview
Freeform Documents enables CAS360 users to create and store their own custom documents and templates. Additionally allows users to prepare documents that are usually outside of the CAS360 workflows.
Navigation
| From the Main Toolbar, go to Freeform |
|
Freeform Documents
Please Note
In order to Prepare a Freeform Document a Freeform Template of the document must first be created. Firstly, Users will need to create their own Freeform Template before creating a Freeform Document.2. Document Type & Document Type
| Document Style | Explanation |
|---|---|
| Minutes and Resolutions |
Selecting the following; Directors, Members, Trustees, Unitholders Selecting these different Document Types will change the format of the Template as well as changing the signatories of the document. For Example, selecting Directors will make the signatories the Directors of the company. |
| Letters |
Selecting the following; Company, Contacts, Trust Selecting the different entity types will create a letter that will be addressed to the entity type selected. |
| Freeform Documents |
Selecting the following; Company, Contacts, Trust Selecting these options will make the template available for the following entity types |
3. Jurisdiction Select the relevant Jurisdiction of the Template.
Content
Users are able to enter in the text of the document that is being created.
The Content section tool bar provides users the ability to customise the colour, font, and format much like in Word.
Users are able to use the CAS360 Dictionary Codes to quickly and easily prefill information as needed
For example, selecting Minutes and Resolutions as the Document style will prepare the layout in Minutes/Resolution format for either Directors, Members, Members, Trustees Unitholders.
As shown below if the Document Style is Minutes and Resolution the written text in the Content section will appear in ($FFDCS).
If Document Style is Freeform Document - the users are given a blank page to create their own document.
Any text added to the content section will appear in the document along with the formatting added. Users are able to add logos/Images using the toolbar in the content section as well.
If you require to align/format the image further, users will have to utilise the full-screen option in the toolbar.
Preview
This screen will display a preview of the template being created.
If the template is linked to multiple jurisdictions, users are able to change the jurisdiction using the drop-down menu. Users are able to select and change the document layout using the Document Layout drop-down. Once reviewed either Press
to save the Template and prepare the documents later.
Or Select to continue and prepare the Documents
After selecting Save & Proceed the system will ask you to apply the document to the selected category. Once desired entities are selected Press
The Documents will now be attached to the relevant entity on the Freeform Document page.
Once the document has been added to the Freeform Documents tab, users are able to add more documents by selecting Freeform Document+ and creating more documents.
To prepare the documents, Press on "Prepare Forms" which will take the user to the Document Production screen.
In the Document Production screen will display the Freeform documents created and users are able to utilise all the CAS360 options to Email, Digitally Sign or Download the documents.
1. Select , then select Prepare Freeform Document.
2. Details
Select a previously created Freeform Template by searching for the Name of the template.
Once the template has been selected, the Document Style, Document Type and Jurisdiction will be automatically prefilled.
3. Content
The Text Box will populate with the text written when the Template was created, Users may edit this text without overwriting the context of the template.
If preparing a Minutes or Resolutions Freeform Document the content header can be added or edited based on the user's preference.
4. Preview
A Preview of the document will be shown, with the capability to Download and print the Template, Select the Jurisdiction As well as the Document Layout.
You are able to change the Document Layout if desired to change from the default, to do so another Document Layout must first be uploaded through the Freeform Template Screen.
Once reviewed either Press to save the Document and prepare the documents later.
Or Select to continue and prepare the Documents
5. After selecting Save & Proceed select the document to the relevant Entity or Entities then press
- Labels can be used to filter the company list, reducing the companies shown on screen.
The Documents will now be attached to the relevant entity on the Freeform Document page.
To prepare the documents, Press on Prepare Forms which will take the user to the Document Production screen.
In the Document Production screen will display the Freeform documents created and users are able to utilise all the CAS360 options to Email, Digitally Sign or Download the documents.
Freeform Templates
| Report Filters | Explanation |
|---|---|
| Select your Jurisdiction |
Select the jurisdiction to view the templates and documents that have been attached to that Jurisdiction |
| Filter by |
Filter by either document Layout, Freeform Templates, and System Templates or All of the above. |
| Documents |
Selecting a Document Set will only feature the Templates and Documents created under the selected Document Set. The following are the different Document Sets
|
Document Layouts will display the default layout for each document type.
Each Document Layout is a Word Document that can be easily customised further if necessary.
Users are able to have as many customised document layouts for each document type.
To edit the Document layout, go to Freeform Templates, select the Document Type you wish to change and locate the Default layout.
Press on and Download the default Layout.
Customise the word layout as you wish. Rename the document and save.
Press and select the cusotmised document and upload the new layout.
If you wish to mark this document as the default layout for this document type- select Options and select as Default.
System Templates
The Freeform Templates tab will also include a few predefined templates that can be used. These will have the label System Template. System templates cannot be deleted, however, users are able to edit and customise them further if they wish. A list of system templates available is listed below:
Director Minutes or Resolutions Layout -
Solvency Resolution
Initiate Voluntary Winding Up - Director Resolution
Initiate Voluntary Winding Up - Member Resolution
Review Date Variation
Voluntary Winding Up
Director Minutes or Resolutions Layout
Solvency Resolution
Director Minutes or Resolutions Layout
Solvency Resolution
Change Of Financial Year End
Director Minutes or Resolutions Layout
Solvency Resolution
Change Of Financial Year End
Frequently Asked Questions
- Select
located in the top right corner
- Then select the Fullscreen Icon,
- From this screen Press the image to access additional customisation features.