Articles on: SecSmart

CIPC AR Month

Select SecSmart



Select CIPC



Click on CIPC AR Month



Filter the report as needed



Select the Submission month



Click on Show Report



Click on Files



Click on Upload to current file categories



Select the Category



Choose the file



Select who to send the email too or add another recipient.



Click on Upload Files



The client will now have a green tick to show a file was uploaded for this client.



Click on the green tick and you can now add notes and set as complete. You can also notify other users.



Click on Save



The report will show you which yearly submissions have been done, or not done, if the files have been uploaded and if there are notes.



If you would like to email the CIPC letter to the client then you can tick the CIPC Letter box.



Click on Email CIPC Letter



After that you will see this message if the email was sent successfully.



To edit your CIPC letter you can search for it in the search bar.



Click on the CIPC Letter icon



Here you can edit the letter as required.



Click on Save Document

Updated on: 31/10/2024

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