Overview
CAS 360 now supports integration with online legal document provider Cleardocs to allow a seamless transition from registering a trust to managing its compliance in CAS 360.
Accessing Cleardocs from CAS 360
Access the Cleardocs company registration process directly from CAS 360.
| From the Main Toolbar, go to Trust. |
|
Click to obtain access to the Cleardocs trust registration process
Instructions
Once the Trust Registration document pack has been ordered in Cleardocs, you will be able to export the information into CAS 360.
- Ensure you are in the My Documents screen accessed via your account settings in Cleardocs.
- Select the document package to view the details for the ordered package
- Click Export company details to BGL CAS 360 under BGL CAS 360.
- A login page will be displayed. Enter in your CAS 360 credentials
- Authorise Cleardocs to access the listed data for each company by clicking Authorise.
More information
For further queries about the BGL CAS 360 integration with Cleardocs, please contact the Cleardocs helpline on 1300 307 343 or via email on support@cleardocs.com