Hopefully this will be a simple answer, why, when I prepare documents and they go into the documents screen to lodge, when I delete them, the change still remains in CAS? How do a change the change? I have a complicated change of officers after the death of a director and I need to make adjustments after almost every change.
Deleting a document never reverses the changes. You will need to go to the Officers tab and reverse the changes there or make adjustments as appropriate before reprinting your forms.
Thank you Anne. Do you know how I can add another signatory to a minutes document?
On the Officers tab there is an option next to each officer where you can select whether they are a meeting attendee and nominate the default signatory.
If you want all officers to sign (ie a resolution rather than a minute) you need to change the options for the Minute/Resolution when you prepare the forms.
Thank you Anne. Got it!