How do I trigger the AGM Process in CAS360 separate to the ASIC Review process

I can see in the Documents tab that there are various documents (e.g. Notice of AGM Meeting for Members) and that there are AGM resolutions in both the Directors minutes and Members minutes templates. How do I trigger this document set so that I can send the notice of AGM; Resolution of Members, Minutes of Members and Minutes of Directors. Adding a date to the Company General Details Tab - Next AGM and Last AGM does not seem to have any affect.

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Hi @GJH4680

Try going to the Company Info tab of that company and select “Annual Reports and Documents”

Hope this is what you are looking for :grinning:

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Yes, that’s perfect. Thank you.

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