Change the signatories on the ASIC Forms, Meeting Minutes and Resolutions

Solution

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In CAS 360, a default signatory can be selected in the Officers screen.

 

From the Main Toolbar, go to Company.
Select the Company from the list.
Select Officers

 

Under the Meeting option, select Signatory for the Officer.

The following Meeting options can also be selected:

Signatory	Only one officer can be saved as a default signatory and the officer will be appointed as the signatory on ASIC forms and directors meeting minutes.
Attendee	Th officer will be listed on the Attendee list of the meeting minutes
Chairperson	The officer will be appointed as chairperson and signatory on directors' meeting minute. This cannot be selected when another officer has been appointed as Signatory.
Form Signatory	The officer will be the default signatory on ASIC forms. This cannot be selected when another officer has been appointed as Signatory.
Apology	The officer will be listed under Apologies on the meeting minutes. The Officer will not appear as a signatory on the Directors Resolution.
Non Attendee	The officer will not be included in meeting minutes. The Officer will not appear as a signatory on the Directors Resolution.

Click to save the change.

For once-off changes, from the  Document Production screen ( where documents and forms are prepared), select  to change the Signatory.

Can you edit who the main contact is if theres more than one director? Yes, When preparing documents, select the options for each form and change who the form signitory/Letter Adressee to the desired director.