Users and Integrations

• Email Settings

  Overview The Email Settings screen allows you to set the email sender name and reply-to address for email...

• Use your Firm’s address to send emails from CAS 360

  CAS 360 allows you to customise the outgoing email address for all correspondence to your clients. Using A...

• Request to store ID Documents with BGLiD

  OverviewDuring a BGLiD request, you have the option to toggle Request to store ID.Enabling this toggle wil...

• BGLiD - Payment Setup

  OverviewBefore utilising BGLiD's verification services, you will need to set up a payment method that will...

• Digital Signature Error - FuseSign

  Support Query I have sent a document pack to be signed with FuseSign and received this "Error Code: INVALI...

• Adobe Sign

  BGL empowers you to sign, send and manage your compliance documents anytime, anywhere, on any deviceThis a...

• DocuSign

  This integration allows forms and documents to be digitally signed in CAS 360 using Docusign. Docusign re...

• FuseSign

   FuseSign is an affordable, intuitive and easy to use Digital Signature tool.FuseSigns integration into C...

• How to Void Documents sent for Digital Signing?

  OverviewSent documents to a client with incorrect details? or perhaps the documents were sent to the wrong...

• Digital Signing: Two-Factor Authentication for Signatories

  OverviewTwo-Factor Authentication (2FA) provides additional security when using Digital Signing in CAS 360...

See all 11 articles

• Integrating Xero Practice Manager (XPM) with CAS 360

  Overview BGL has developed a two-way integration that synchronises your clients/contacts which you man...