Forms available in CAS360

Company House Forms Form Description Process Electronic Lodgement Available Form AA01 Change of Accou...

Company Documents

Overview The CAS 360 Company Documents screen allows users to view all documents specific to the company ...

Company Notes

DetailsUsers are able to add important information to the Company notes section within the Company Selecti...

Company Selection

Overview Once you have logged into CAS 360, you will be automatically directed to the Company Selection ...

Comparison Report

Overview Once a company has been imported, prepare a Comparison Report to view the differences between the...

Contact Labels

Labels are used in CAS 360 to group Contacts together for quick selection and reporting purposes.  Some of...

Daily Email Notifications

Overview Register to receive automated daily, weekly or fortnightly emails for important notifications an...

Deleting and restoring companies

Overview The Deactivated Companies screen gives you the ability to view which companies are contributing...

Document Review

Overview Document Review has been designed to allow managers, partners or team leaders review a set of doc...

Documents

Overview The CAS 360 Global Documents screen allows users to view all documents for all companies from...

Export Document List

Query How do I export a list of all documents?  Solution From the Main Toolbar, go to Documents Selec...

Export Documents for a Company/Trust

Users can now export all company documents at the click of a button. So, now when a company wants their do...

Global Addresses

Overview The Global Addresses screen will list all addresses created in CAS 360. Navigation From the...

Global Automated Document Reminders

OverviewGlobal Automated Document Reminders exist to offer users a completely automated, set and forget op...

Global Contacts

OverviewThe Global Contacts screen in CAS 360 is a global database listing all contacts that have been add...

How do I disable Multi-Factor Authentication ?

If your phone was lost or stolen, we strongly recommend that you change your BGL 360 password. This will h...

How to choose a different email address for a signing contact

You can now select a different email address for a contact to send documents to be signed, either through ...

How to consolidate duplicate contacts

QueryI have duplicate contacts in my contacts screen. How do I merge these contacts together?SolutionFrom ...

How to create a Joint Member

Details. Shares are not always held by a single entity. Two or more people are able to jointly hold share...

How to edit/change an email template

Email Notifications Email notifications are generated by CAS 360 and sent to others to notify them of ce...

How to Invite Users / Adding users for CAS 360

Instructions CAS 360 allows unlimited users. Fellow employees and managers can be invited via the Access M...

How to log Support Call?

Instructions1. To log a support call, select the Log a support call button at the top of the CAS 360 page....

How to send scheduled emails in CAS 360

Overview This article will explain how you can set up and send emails generated in CAS 360 at a scheduled ...

How to Set up MFA with Authentication App

Multi-Factor Authentication (MFA), sometimes known as Two Factor Authentication, 2FA, 2SA or TFA is a secu...

How to set up Multi-Factor Authentication with SMS

 Multi-Factor Authentication (MFA), sometimes known as Two Factor Authentication, 2FA, 2SA or TFA is a sec...

How to set up your Presenter account details in CAS 360

Overview To file company accounts and documents with Companies House using CAS 360, you will need to ...

How to set up your user profile - Profile Management Screen

Overview The Profile Management page allows you to: Manage your user profile Change between different...

Importing a Company from Companies House

OverviewWhen adding a new company to CAS360, to increase efficiency, there is the option to import a compa...

Inbox

Overview The CAS 360 inbox stores all notifications received from Companies House, BGL and integrated part...

Learning Channel

Overview The BGL Learning Channel is an on-demand, self-paced training platform where CAS 360 users can c...