How do I create an assignment template?

Start a new template

1. Click Master Data & Templates in the left menu.
2. Open the Assignment Templates tab and click + New Template.
3. In Template Identity, type the Template Name, for example CHG-1 Filing.
4. Choose the Act. You can also choose a Rule / Chapter under it.
5. Choose the Frequency and fill the form number and statutory due text if you have them.

Set the due-date rule

In Due-Date Rule, choose how the due date is worked out. You can use a fixed date each year, a date relative to another event, or manual entry only.

Add the checklist

1. In Document Checklist, click + Add Item.
2. Type the item, for example Board resolution.
3. Choose the Item type: File Upload for a document, or Confirmation for a tick box with no file.
4. Tick Mandatory if the task cannot be finished without it.
5. Repeat for each item.

Add the fees and the DSC need

• In Fees & Expenses, click + Add Fee / Expense Line. A professional fee is known in advance. A government fee is only an estimate, because the real amount is entered at filing.
• In DSC Requirement, tick Requires a DSC to file if a digital signature is needed.

Save it

Click Save & Activate to let people use the template now. Click Save Template to keep it inactive for the moment.

Changing a template later

• Each real change is saved as a new version. The old versions stay in Version History, and you can go back to one.
• Tasks that were already created keep the checklist they started with.
• To stop people using a template, click Archive Template.