Adding multiple companies to Corporate Messenger, using the Bundle Agent Appointment feature

After activating Corporate Messenger, all companies you are currently an agent for will appear automatically in Corporate Messenger.

To become the agent of multiple new companies (so that they appear in your companies list), you can follow the steps below:

Select "Bundle Agent Appointment" available on the Main Menu under Productivity 

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There are two options when completing a bundle agent appointment.

Option 1: Upload Multiple Companies

Option 2: Link Multiple Companies

 

Option 1: Upload Multiple Companies

 1. Click “Download Template”

 2. Save the spreadsheet to your computer then complete and save the following information for each company:

      • ACN (required)
      • Company Name (required)
      • Officer First Name (required)
      • Officer Last Name (required)
      • Officer Email (optional)
      • Officer Phone (optional)
      • Role (required)

Note: You will need to ensure the following when completing the spreadsheet.

      • Guidelines at the top of the spreadsheet are followed
      • Provide only one Officer per company (name as per ASIC)
      • No additional spaces are added (e.g. a space before a company name)
      • Provide an email address if you would like to send the Form 362 for e-signing later via NowInfinity

3. Click “Upload and Import” and select the saved spreadsheet to upload

Note: The user completing this step will be the contact (in the "Lodgement details" section) on the Form 362s. For failed records, you will need click the word “HERE” to download the list of failed records. Possible reasons why the record failed:

      • Wrong ACN
      • Name of the company do not match the ACN

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4. All successful uploaded records will go to the Lodgements page with the generated Form 362 where you will find all forms and their status i.e. "Waiting for signature"

In Lodgements, you will need to decide whether you would like to lodge documents or send them for signing prior to lodgement. To do either of these actions in bulk, select the Lodgements you wish to either lodge or send for e-signing by clicking on the tick boxes to their left.  Once selected, open the Actions menu and select "E-signing" or "Lodge selected" to submit to ASIC.

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Note: If you would like to send the form to your client for signing, you will need to either tick all applicable lodgements > Actions > Download selected, to download the forms and email externally, or open each form and select the "Forward Documentation" option.

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Option 2: Link Multiple Companies

 1.Complete the following information:

      • ACN (required)
      • Company Name (required)
      • Officer Given Name (required) - First name of the Company office holder
      • Officer Family Name (required) - Last name of the Company office holder
      • Officer Preferred Name (optional)
      • Officer Email (optional)
      • Officer Phone (optional)
      • Role (required) 

 2. Click "Add New Record" to add more companies

 3. When all Companies are added click on "Proceed for signing". The relevant 362 forms will then be generated for each company. You will be redirected automatically to the "Lodgements" page where you will find all forms and their status i.e. "Waiting for signature".

In Lodgements, you will need to decide whether you would like to lodge documents or send them for signing prior to lodgement. To do either of these actions in bulk, select the Lodgements you wish to either lodge or send for signing by clicking on the tick boxes to their left.  Once selected, open the Actions menu and select "E-signing" or "Lodge selected" to submit to ASIC.

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Note: If you would like to send the form to your client for signing, you will need to either tick all applicable lodgements > Actions > Download selected to download the forms and email externally, or open each form and select the "Forward Documentation" option.

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