Overview

With a simple click, Roni, our AI, will generate an email to send to clients based on changes made in CAS360. These emails will include the officers and the documents each officer must sign.

The following changes are currently supported:

• Appointment of a Director
• BGLiD
• Company Name Change
• Confirmation Statements
• Guarantor Appointment - for both local and foreign companies
• Nominee Shareholder
• Post Incorporation Documents
• Registered Office Address
• Share Allotment
• Trust administration changes
• Trust Events changes
• Trust relationship changes
• Trust Unit Transactions
• Unit Trust Distribution

Navigation

To access Smart Emails, make a change in CAS360 within the Companies screen or the Multiple Changes screen, then click the Prepare Forms button. 

Once the document templates and settings have been set up, click Send all.

Below the subject field, in the toolbar, the Write Smart Email button will be displayed.

Click Write Smart Email.

Roni will then create a new email based on the template chosen in the document production screen, and will include which documents must be signed, by whom, and the changes these documents are for.

Any adjustments can be made by typing in the text box field. The email can be generated again by clicking the Write Smart Email button.