Manage your forms

The Forms page displays all company secretarial forms that have been generated. It is accessed through the Company Secretarial widget on the homepage.

You can review and submit forms by selecting the Form ID of the necessary form, as well as check on the Status and Effective dates of forms to help you stay on top of your company secretarial tasks.

You can generate certain forms from the Actions menu. Read more about manually generating forms in our help topic.

Delete unwanted forms

To remove any unwanted forms that have been generated, select the more options icon.

• For forms with an In progress status, select Delete form.

• For forms with a Draft status, select Remove changes.

Removing changes or deleting forms on the Forms page won't affect your client records.

After deleting / removing the form, it will be removed from the Forms page.