What is the Collaboration page?

 

The Collaboration page is produced once a form is completed. Depending on the document type, you can access the Collaboration page via either the Lodgements, or the Completed Documents page, by clicking on the entity/document name. You can also access the Collaboration page at any stage via the Recent Documents section of the related entity.

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Company Establishments

If the document is a Company Establishment, the Collaboration page will allow you to: 

  • Access the PDF soft copies of the documents
  • Merge 201
  • Create a 362 Form
  • Create a Trust
  • Send the documents for Electronic Signing, or mark as manually signed
  • Push the entity/documents to an integration like Class (for SMSF) or XPM
  • Apply for an ABN/TFN of an entity
  • Apply for a Bank Account of an entity
  • Forward the documents internally
    (The above list is not fully inclusive)

As an example, the Collaboration page may look like this: 

2020-12-18_13_52_20-Window.png

 

Lodgements

If the document is an ASIC form, the Collaboration page will allow you to: 

  • Access the PDF soft copies of the documents
  • Lodge the document to ASIC
  • Amend the form (if not yet lodged)
  • Edit the Minutes/Resolution via the Online Editor
  • Send the documents for Electronic Signing, or mark as manually signed
  • Push the documents to an integration like XPM
  • Forward the documents internally
    (The above list is not fully inclusive)

As an example, the Collaboration page may look like this: 

2021-07-19_14_57_02-2021-01-04_15_18_20-A_DROP_OF_NICOTINE_CAN_KILL_A_HORSE_PTY_LTD___Collaboration..png

 

Other documentation

For other documentation, such as Trust or SMSF documents, the Collaboration page will allow you to: 

  • Access the PDF soft copies of the documents
  • Amend the documents (if applicable)
  • Mark documents as paper signed
  • Add the Trust or SMSF to your Trust or SuperComply Register
  • Push documents to an integration like Class (for SMSF) or XPM
  • Apply for an ABN/TFN of a Trust or SMSF
  • Apply for a Bank Account of a Trust or SMSF
  • Forward the documents internally
    (The above list is not fully inclusive)

As an example, the Collaboration page may look like this: 
2021-01-04_15_25_23-Sample_Company_Family_Trust___Collaboration.png

 

 

 

 

 

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