Does the system allow for basic workflow and electronic approval of the ASIC form?

Example: if you prepare documents for a client and you need a manager to review and approve the documents prior to sending to a client.

Each completed document can be opened and reviewed prior to sending to your client for signing.

These can be viewed in the Lodgements section in Corporate Messenger. Navigate to Menu > Lodgements.

Each document can also be forwarded directly from the completion page (by using the 'forwarding' feature), without having to be downloaded and emailed from outlook.

The status of documents updates automatically between 'waiting for signature', 'sent', 'signed' and 'lodged'.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request