When you prepare a Confirmation Statement in CAS 360, the system automatically generates the document pack and saves it in the Documents screen. However, if the filing is performed outside of CAS 360, you may need to update the document status yourself to show that the confirmation statement has been completed or manually filed.

Here’s how to do that:

1. Prepare the Confirmation Statement

Before you can mark anything as completed or filed, you must first prepare the confirmation statement inside CAS 360.

See Processing Confirmation Statements in CAS 360

2. Go to the Documents Screen

Once the confirmation statement has been prepared:

1. From the main toolbar in CAS 360, select Documents.

2. Use the search bar or filters to locate the confirmation statement you’ve just prepared.

   • You can filter by company name, document type (e.g. CS01), or current document status.

3. Update the Document Status

To manually update the document status:

1. Locate the Document Status field for the confirmation statement.

2. Click on the status, CAS 360 will display a drop-down list.
   

3. From the drop-down, choose the appropriate status:
   Common status choices include:

   • Manually filed

   • Document Processed

4. After selecting the desired status, click Save to confirm the change.

4. Update the Confirmation Statement Date in the company's general details screen.

To manually update the confirmation Statement date:

1. From the Main Toolbar, go to Company.
   Select the Company from the list.
   Select General Details

2. Click the plus button across from the company dates heading to display the date fields.
   
3. Then enter the new confirmation statement date and the last confirmation statement date.
   
4. After entering the desired dates, click Save to confirm the change.