Documents
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Document Checkout
Overview Prepare Multiple Company changes in a single document with the checkout system! CAS 360 users wil...
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Document Production
Details Once Company Changes have been made, CAS 360 users are able to proceed to the Document Producti...
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Documents - Advanced Filters
Overview The Global Documents screen in CAS 360 is one of the most used screens, and we have now added ...
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Export All Documents for a Company/Trust
Users can now export all company documents at the click of a button. So, now when a company wants their do...
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Export Document List (.csv)
QueryHow do I export a list of all documents across all companies/trusts in my licence? Solution From th...
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Export Documents for a Company/Trust
Users can now export all company documents at the click of a button. So, now when a company wants their do...
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How to Reprint Documents
Query How do I reprint documents for prepared company changes? Solution Once company changes are process...
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Reorder Documents
Overview The order of documents can be easily changed in the Document Production screen. Saved Document Or...