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
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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