Document Templates – CAS 360 Australia

CAS 360 allows you to edit and customise existing documents through the Document Templates.

The following is a list of Documents that you can customise using the templates:

Allotment Journal
Annual Company Statement
Annual Review Cover Letter
Application for Shares
Application for Units
Appointment of Public Officer
ASIC Debt Invoice
ASIC Invoice
Bank Account Opening Minutes or Resolutions
Company Constitution
Consent to Act Letter
Declaration of Company Not Traded
Declaration of Dividend Resolution
Declaration of Trust
Directors Minutes or Resolutions
Directors Shareholding Register
Distribution Statement
Dividend Statement
First Directors Minutes or Resolutions
Members Consent
Members Minutes or Resolutions
Members Register
Notice of Directors Meeting
Notice of Members AGM
Notice of Members Meeting
Notices of Beneficial Ownership
Occupier's Consent
Register of Unitholders
Resignation Letter
Share Certificate
Share Transfer Form
Solvency Resolution
Supplementary Document Resolution
Transfer Journal
Trustee Minutes or Resolutions
Unit Certificate
Unit Transfer Form

Document Templates are also available for Hong Kong, BVI, Caymen Islands & Malaysia.

Navigation

From the Main Toolbar, go to Settings
Select Document Templates

Document Set Filter

In the Document Set Filter section, select a template to edit.

The search field can be used to locate templates.

To begin editing a template, select a template from the Document Set Filter section.

Select your Jurisdiction

Select the required Jurisdiction. Changing the Jurisdiction will allow users access to the document templates related to that jurisdiction.

How to edit a template

Once a template is selected from the Document Set Filter, the CAS default template can be downloaded by clicking

and selecting Download.

This will download the template as a Microsoft Word document.

Templates used in CAS 360 are formatted using Microsoft Word.

To upload your custom template, click

and locate your template from your computer.

Users can attach a label to an uploaded template. When in the Document Production screen, you will then be able to select the document template to be used by selecting the label name.

See The CAS 360 Dictionary for all options you can use to customise your documents

Supported Fonts

Users can use the following fonts customising document templates:

Helvetica
Helvetica Neue
Gill Sans
Calibri
Calibri Light
Garamond
Georgia
Tahoma
Verdana
Comic Sans
Arial
MS Reference Sans Serif

Set a Default Template

Users are able to set a default template in the document template screen.

By setting a template as the Default, CAS 360 will have the template automatically selected in the Document Production screen.

Beside the document template, click and select Set As Default.