How to edit a document using Online Editor

Question

How can I edit a document using the Online Editor?

Answer

This feature needs to be enabled on your account. Please contact support to have this switched on.

Online Editor is currently available for the following documents -

  • Corporate Messenger 
    • Annual Statements
    • ASIC forms 
      • Form 484-A1
      • Form 484-A2
      • Form 484-A3
      • Form 484-B1
      • Form 484-B2
      • Form 484-B3
      • Form 484-B12
      • Form 484-C1
      • Form 484-C2
      • Form 484-C3
      • Form 484E
      • Form 492
      • Form 902
      • Form 6010
    • Dividend Statements

  • Trust Register (Beta) 
    • Trust Distribution Minutes
    • Trust Documents 
      • Issue of Units
      • Transfer of Units
      • Redemption of Units
  • Others
    • Investment Strategy Minute for Self Managed Superannuation Funds (SMSF)

Once the feature is enabled, to update refer to the following instructions, once the document is complete:

Step 1: Navigate to the Collaboration page for the document, or

  • Navigate to the Company/Trust Profile > scroll down to the bottom of the page to Recent Documents
  • Open the document to go to the Collaboration Page

Step 2:

  • Click on "Edit Online" link
  • Confirm to make edits to the document

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Step 3: You will be directed to an online word document where you can update the document.

  • There will be a tab at the top within the toolbar that will advise that you a now editing the document

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Note: Changes to the document should be saved automatically as you edit it online -  "Saved" will display on the top bar or "Saving" after a change is made:

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Step 4: Once changes are completed:

  • Close the document - the changes will merge automatically with the existing document on the Collaboration page

Note: you can view past changes made via the Online Editor function via the View Online Edit History option next to the Edit Online button

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Note: If you are editing a 484 Transfer of Shares form if you are trying to remove spacing in the Standard Transfer form you may encounter some white text that can't be remove or deleted. These snippets are in place to allow for e-signing.

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