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.
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:
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:
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: 