Overview
When preparing documents in CAS 360, you may find that a director or officeholder cannot be selected as a signatory.
This usually occurs when the director's appointment date is recorded after the document's transaction date.
CAS 360 only allows individuals to sign documents if they were officially recorded as a director or officeholder at the time the transaction occurred.
Why this happens
CAS 360 determines available signatories based on the transaction date of the document.
If a director’s appointment date is recorded after the transaction date, the system will not allow them to be selected as a signatory because they were not recognised as a director at that time.
Example:
| Event | Date |
|---|---|
| Transaction date | 1 March 2026 |
| Director appointment date | 10 March 2026 |
In this scenario, the director cannot be selected because the system considers them not yet appointed on 1 March 2026.
How to resolve this
Option 1: Adjust the Transaction Date
If the transaction actually occurred after the director was appointed, update the transaction date to reflect the correct timing.
Option 2: Review the Director Appointment Date
If the director was appointed earlier, update the appointment date in CAS 360 so it reflects the correct historical date.
You can update this from the Officers screen
Once the appointment date is before the transaction date, the director will be available to select as a signatory.
Important
CAS 360 uses historical company data to ensure documents reflect the correct officeholders at the time of the event. Ensuring that transaction dates and appointment dates are accurate will prevent signatory selection issues.
Additional reason: All officers are set as Non-Attendee
If all officers have their Meeting Status set to Non-Attendee, they will not be available to select as a signatory.
Solution:
- Go to the Officers screen
- Change the relevant officer’s Meeting Status to Attendee
- Return to Document Production and select Prepare Forms again