Documents

  • Document Checkout

    Overview Prepare Multiple Company changes in a single document with the checkout system! CAS 360 users wil...

  • Document Production

    Details Once Company Changes have been made, CAS 360 users are able to proceed to the Document Producti...

  • Documents - Advanced Filters

    Overview The Global Documents screen in CAS 360 is one of the most used screens, and we have now added ...

  • 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...

  • Export Document List (.csv)

    QueryHow do I export a list of all documents across all companies/trusts in my licence?  Solution From th...

  • 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...

  • How to Reprint Documents

    Query How do I reprint documents for prepared company changes?  Solution Once company changes are process...

  • Reorder Documents

    Overview The order of documents can be easily changed in the Document Production screen. Saved Document Or...