Query
How to set a default signatory and/or default signatory on the ASIC Forms, Meeting Minutes and Resolutions?
Solution
In CAS 360, a default signatory can be selected in the Officers screen. (this can also be done from the Shareholders 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 | The 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.
to change the Signatory.Alternatively, the Meeting Option can be changed via Shareholders. (Please note if someone has already been selected as Signatory, then it can Not be changed from Shareholders)
1. From Main toolbar, select Company - Shareholders
2. Select Options under the Options Column and select Edit from the drop-down list.
3. Click the drop-down arrow under Meeting Status from the Edit Subscriptions page.
4. Once change is made, select Save to finalise.
