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Below describes each option from the Edit menu on the toolbar in more detail.
There are several options under this menu which are as follows:
Directors/Secretary (if a Limited Company is selected)
Share Register - see Help | Help | Quick Guides | Share Register
Memorandum and Articles
Apply Default Values
Agreement/Signature Date
When a Limited Company is selected go to Edit | Director/Secretary. The Client Involvements screen will display. This screen has three tabs, one for Directors, Secretaries and Employs. This screen can be used for setting up new directors and secretaries. Click New to set up a new involvement, View to see the details of an existing involvement and Close to exit out of the screen.
Electronic formation of a company requires 3 sets of authentication details for the directors, secretaries, subscribers or if they are companies, their representatives. To enter the necessary details go to Edit | Personal Authentication Data. This screen lists all directors, secretaries, shareholders and solicitors of the selected client (as entered in Edit | Directors/Secretaries, Share Register or Third Party Contacts), highlight the person that is being appointed and click View.
Complete only three of the seven options available on screen:
First three letters of the town of birth
Last three digits of their telephone
Last three digits of their National Insurance Number
Last three digits of their Passport
First three letters of their mother’s maiden name
First three letters of their eye colour
First three letters of their father’s first forename
The details entered will be used when selecting to send an EINC. People with no personal authentication data entered appear red, people with personal authentication data appear in black.
If a business is a director or secretary, highlight them and click View. The following screen will display a list of the directors and secretaries of the selected business, in order to enter their authentication details. The individual’s details will then be used on the form for the business that is appointed as a director or secretary.
Witness and solicitor details may be required for incorporations which can be entered by going to Edit | Third Party Contacts.
This screen displays contacts associated with the selected client with the following options available:
Add
Add new contact
Select to add the business or a person as the contact or the business and a person. If both a business and a person are entered as the contact the business address will be used instead of the address associated with the person. Once the contact has been specified complete Contact Type with who they are to the company for example, Solicitor. Also indicate if they are the Primary contact and click Save.
Add existing contact
Select from a list of contacts that have previously been setup against other clients on the database. Highlight the appropriate contact and click Add to associate them with this client.
View – displays the details of the selected third party contact.
Close – exits the screen and returns to the main Company Secretarial screen
To enter this code, go to Edit | Company Authentication Code. The Company Authentication Code is a 6 digit reference that is used in the electronic filing communications with Companies House. This code may have been issued by Companies House or can be a reference agreed between client and agent.
When forming a company this can be specified if the agent has a reference they prefer to use for ongoing communication or if left blank Companies House will notify the agent of the Authentication Code to use for ongoing electronic communication.
This screen can be found by going to Edit | Form Options | Contact for Queries tab. This will display the Companies House Contact For Queries screen. This is where the information regarding the contacts for companies’ house is inserted.
There are eight options to choose from:
Queries should be addressed to the clients’ manager.
Queries should be addressed to the responsible partner.
Queries should be addressed to the named staff member (there is a space for the identifier of the staff member underneath this, click the magnifying glass to see a list of staff members that can be selected.)
Queries to be address to your firm, but not to any named staff member.
Queries should be addressed to the named client contact (click the Choose option to select a contact from the list, new contacts can also be set up here.)
Queries should be addressed to the client himself.
Queries should be addressed to the client, but not to any named contact.
No contact for queries information is to be put on Companies House forms.
The selected option will appear on the Companies House forms when looking for contact details or presenter’s address. Click OK to save the changes to this screen, click Cancel to close the screen without saving the changes. Clicking Client Screens will display the basic client information.