- Freeform Documents - When preparing a Minutes or Resolutions Freeform Documents the content header is now editable.
- New merge fields added to the CAS 360 Dictionary for Document & Email Templates!
| Company Contact First Name | ${CompanyContactFirstName} |
| Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
| Company Contact First Name in Proper Case | ${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |
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- These codes will auto-fill Company Contacts' first names into your custom templates.
BGLiD beta has been released in CAS 360!
- As showcased at Regtech, this new addition works automatically with the information provided to verify the identity of clients or potential clients.
- BGLiD is a simple integrated function in CAS 360 that makes the verification of identification documents seamless and easy.
- New functions have been added to the Annual General Meeting / Annual Return Alerts, allowing users to enter details depending on the Alert status. The new options available are:
- Applied for Extension of Time for AGM/Annual Return
- Exempt from/Dispense with holding an AGM
- Send Reminder
- The NSC1 - Allotment of Shares documents are now available to be prepared through the documentation screen.
- Share Transfer Form and Bought & Sold Note - Transfer of Shares documents are now available to be prepared through the documentation screen