Connectworks currently comes with a library of over 450 precedents, workflows and clauses included for your use.
You also have the option to save your firm's own precedents in Connectworks for use by all members of your staff only. These can either be ones you have prepared yourself, or you may wish to save a Connectworks precedent and amend it for your firm to use.
Non-professional users of Connectworks (ie. invited clients) cannot access precedents.
For your reference, a list of available precedents can be downloaded here: Download list of Connectworks Precedents & Workflows
How to download precedents
For a Trust: Open the trust and select the documents tab.
Select "I would like to ...", and then Download a precedent.
For a Company: Open the Company and then navigate to either the Directors>Documents or Shareholders> Documents tabs.
Select "I would like to ...", and then Download a precedent.
After selecting Download a precedent, a slide-out panel will appear showing a list of all available precedents. You can easily search for the precedent(s) or refine the list by the category of document you require.
Once you have found your document, you will have two options to select: template or merge.
Merge
The merge option will automatically add the relevant client information to the document.
Auto-populating fields can include information such as:
Name of the Trust
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Settlement date
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Settlors, trustees and beneficiaries, etc.
Name of the Company
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Company Number / NZBN
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Incorporation date
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Directors, Shareholders, etc
Template
The template option will allow you to download the checklists and view the template for the document. Whilst you can update the information using find and replace, this is not the ideal process, and Merge should be used to minimise typing errors.
Clauses
If Connectwork's library of precedents does not meet your requirements, firms can generate customised documents by using clauses instead. This function enables users to select from a variety of preset clauses and further edit the text if required. The resulting document will be formatted and auto-completed with the relevant details about the entity (eg, Company name, number, NZBN, and director's signature fields).
See more on Using Connectworks Clauses (AGM/Minute Generator)
After downloading
By default, any precedents you generate are not saved in entity profiles until you choose to upload them. After you have reviewed the document and made any amendments required, upload the document back into the entity's profile. When you upload documents into the entity profile, you can also choose to distribute the document to clients for signing.
See more on signing in the articles below: