Query
How do I upload and/or attach signed documents into CAS 360?
Solution 1
Users are able to upload documents and save them into CAS 360.
| From the Main Toolbar, go to Documents |
|
To upload a document, select:
The Upload Document screen will display.
| Field | Description |
|---|---|
| Attach documents to existing Company |
Select You will then need to select a company. |
| Attach documents to existing Trust |
Select You will then need to select a trust. |
| Document Name | Input a name for the document or document pack. |
| Document Status | Select a status from the list. |
| Status Date | Input the date for the status. |
| Document Date | Input the date for the document. |
Drag and drop the files you wish to upload.
Alternatively, select Browse and pick the document(s) you want to upload.
| Field | Description |
|---|---|
 |
Select Save to upload the selected documents. |
 |
Select Cancel to exit out the screen without saving. |
Solution 2
Users are able to upload documents and attach them to existing documents in the document screen
| From the Main Toolbar, go to Documents |
|
Locate an existing document and click 
Select Attachments
The Attachments option allows users to view all the documents generated for the document. This may include the ASIC form, Director/Members meeting minutes, resolutions, share certificates.
Users are also able to upload external documents and files to CAS 360 to attach to the document.
You can either drag and drop documents or select browse for files and locate the additional documents you want to attach.
