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CAS 360 Product Update – 8 September 2023

By September 8, 2023November 2nd, 2023CAS 360, Product Updates

What's New?

Company AGM Alerts: 3 new alerts/reminders have been added to better track annual general meeting (AGM) dates and send AGM reminders: 

  • Applied for Extension of Time for AGM/Annual Return
  • Exempt from/Dispense with holding an AGM
  • Send AGM Reminders 

Freeform Documents: The Content Title field in the Minutes/Resolutions freeform document templates is now editable and will be displayed in the final document. The Content Title field is optional and can be left blank. Learn More

Email and Document Templates: Company Contact First Name merge fields have been added to all document and email templates. The new merge fields will also work for the following freeform document templates:

  • Freeform Director Minutes/Resolutions 
  • Freeform Shareholder Minutes/Resolutions 
  • Freeform Documents Company 

Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the CAS 360 Community. Links to previous update release notes are below:

Stay tuned for future releases!

Andy Tam
CAS 360 Product Manager
E: [email protected] | P: 800 6162 148
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Andy Tam

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