Company Contacts
Company Contacts allow users to select contacts who are related to the company but may not necessarily be a company director/officer or shareholder. These Company Contacts are then automatically selected as recipients when users process documents and document reminders in CAS 360.
How to set up Company Contacts
| From the Main Toolbar, go to Company. |
|
| Select the Company from the list. |
|
| Select General Details |  |
Company Contacts
Click
to select company contacts.
The following company contacts can be added:
| Contact | Usage |
|---|---|
| Signing Contact |
This will be used as the default recipient for ALL documents requiring a signature. Please note that this will not be used for digital signing, as digital signing relies upon the meeting status of the officer for the company. |
|
Company Contact |
This is used to store the contact information for your company's point of contact. |
|
Billing Contact |
This will be used as the default recipient for all billing-related information such as sending Debt Reminders and ASIC invoices. |
|
Partner |
Select the Partner. |
| Manager | Select the Manager. |
You are able to update these contacts in the Document Production screen and when sending Alerts.