The Annual Review process made even easier!
With CAS 360's Bulk Annual Review Processing, you can process annual review documents across multiple companies at a click of a button.
How does this work?
| From the Main Toolbar, go to Reviews |
|
Once in the Annual review screen, tick each company you want to prepare Annual Review documents for.
To make things even easier, utilise the 
button
This allows you to instantly select companies from your annual review screen
| Option | Explanation |
| Select All Passed | This option will instantly tick all companies which have passed the Comparison Review. |
| Select All | Ticks all companies currently in the Annual Review screen. |
| Deselect All | Unticks all companies. |
Once your companies have been selected, click 
If you have selected any companies which have failed the Comparison review, CAS 360 will confirm whether or not you want to continue to prepare documents for those companies.
Click 
to prepare documents for all selected companies
Click 
to prepare documents for only the companies which have passed the Comparison review.
CAS 360 will now display the Document Pack Selection screen
Reorder Documents
The order of documents can be easily changed.
Simply drag and drop the documents to the desired order.
Track the annual review via the document deadline alert
Toggle Track the annual review via the document deadline alert to create a document deadline alert for the annual review fee payment date in the company screen
Digital Signing
If you have set up Digital Signing in CAS 360, your Digital Signing Provider will be selected
Changing this option to None will turn off digital signing for the currently selected documents.
Alternatively you can disable individual documents for digital signing. Next to any document that can be digitally signed, you will be able to see the Digital Signing icon.
Click on the icon next to a document to disable digitally signing for that document.
Changing Templates
Select which templates to use for the documents.
The dropdown will display a list templates which you have created and saved to your document templates screen.
See Document Templates for more information.
Changing the template under this option will ensure that this document for all the currently selected companies will use this template.
To change the template that is being used for each individual company, click 
This will expand the view to allow you to select a specific template for each company.
Can I make particular documents selected as a default when preparing the annual reviews?
In document pack selection, once Annual Review documents are sent out or downloaded, the documents selected will be automatically saved as the default setting. The next time Annual Review documents will need to be sent or downloaded, the document pack selection screen will have selected the documents that were previously used. This default will be set until it is changed again.
Send Documents
Select Deliver by Email to email the selected documents to specified email addresses.
CAS 360 will first display the Email validation screen. This will allow you to confirm the recipient's email addresses.
From the top of the Email Validation Screen, you will have the option to CC the billing contacts, partner, and manager attached to those companies. These company positions can be found in the company's General Details screen.
You can even edit email addresses from here.
Click on the email address to edit the recipient's email address.
The CC and BCC email fields are editable allowing you to pick and choose which contact and email address you want.
Click Proceed to send the documents.
Lastly, you can even send these documents for review
Toggle 
to enable the documents to be sent to another CAS 360 for review. For more information, see Document Review.
CAS 360 will let you know the documents are sent through a notification.
You can track the documents that have been sent using your Email Outbox.
The status of the Annual Company Statement will also update in the document screen from Document Received to Sent to Client.
The Annual Company Statement will then be removed from the Annual Review screen.
Download documents
Select Export to PDF to download the selected documents as a PDF.
CAS 360 will let you know the documents are ready through a notification.
Click 
and a zip file containing all annual review documents for all the selected companies will be downloaded to your computer.
The status of the Annual Company Statement will also update in the document screen from Document Received to Document Processed.
The Annual Company Statement will then be removed from the Annual Review screen.