CAS 360 Product Update – 24 August 2023
We are excited to announce the latest CAS 360 update!
What's New?
User Permissions: 3 new user role permissions are now available to provide more control over trust details:
- Add / Edit Trust Selection Permission
- Add / Edit Trust Data Permission
- Prepare Trust Documents Permission
Merge Fields: New merge fields for Company Contact have been added for document and email templates. These merge fields can also be used in freeform minutes, resolutions and document templates. Learn More
Plus, many more new features and improvements.
Stay tuned for future releases!
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