CIPC AR Month

1. Select SecSmart

2. Select CIPC

3. Click on CIPC AR Month

4. Filter the report as needed

5. Select the Submission month

6. Click on Show Report

7. Click on Files

8. Click on Upload to current file categories

9. Select the Category

10. Choose the file

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

12. Click on Upload Files

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

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

15. Click on Save

16. 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.

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

18. Click on Email CIPC Letter

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

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

21. Click on the CIPC Letter icon

22. Here you can edit the letter as required.

23. Click on Save Document

Updated on: 31/10/2024