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Director(s) are not appearing on the company documents

  • Updated

Query

The Company documents/letters/minutes/resolutions are not pulling through the director(s) name(s).

The director's name will not pull through to the company documents if the director is set as a Non-Attendee in the Officers Screen. 

From the Main Toolbar, go to Company.

Select the Company from the list.

Select Officers
  1. Beside the Director, click
  2. Select Edit.
  3. Ensure that the meeting status is set to 'Attendee'.
  4. click . 
Meeting Status' Explained
  • Attendee
    This person will be shown as present or as in attendance (if the person is not a director) at meetings. If the person is a director or alternate, the person will be listed on resolutions.
  • Signatory
    This person will be shown as present or as in attendance (if the person is not a director) at meetings. The person will be shown as chairperson at meetings and signatory on company forms and other documents. If the person is a director or alternate, the person will be listed on resolutions.
  • Form Signatory
    This person will be shown as present or an in attendance (if the person is not a director) at meetings. The person will be shown as signatory on company forms and other documents. If the person is a director or alternate, the person will be listed on resolutions.
  • Chairperson
    This person will be shown as present or an in attendance (if the person is not a director) at meetings. The person will be shown as chairperson at meetings. If the person is a director or alternate, the person will be listed on resolutions.
  • Apology
    This person will be listed under the Apology paragraph in the Meeting Minutes. They will not be listed on Resolutions, as the person did not attend the meeting when decision was made. 
  • Non Attendee
    This person will not be shown on meeting minutes or resolutions.
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