Connectworks currently includes a library of over 450 precedents, workflows, and clauses for your use.
You can also save your firm's precedents in Connectworks for use by all staff members. These can be ones you have prepared yourself, or you may wish to save a Connectworks precedent and amend it for your firm's 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, then select the Documents tab.
Select "I would like to ...", and then Download a precedent.
For a Company: Open the Company, then select the Documents tab*.
Select "I would like to ...", and then Download a precedent.
*In Shareholding, you can generate documents for Issues, Transfers, Splits, and Consolidations.
See more: Generate Share Transaction Documents
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: template or merge.
Template
The template option lets you download the checklists and view the document template. Whilst you can update the information using find-and-replace, this is not the ideal process; Merge should be used to minimise typing errors.
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
-
Settlement date
-
Settlors, trustees and beneficiaries, etc.
Name of the Company
-
Company Number / NZBN
-
Incorporation date
-
Directors, Shareholders, etc
Clauses
If Connectwork's library of precedents does not meet your requirements, firms can generate customised documents by using clauses instead. This function lets users select from a variety of preset clauses and further edit the text as needed. 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: Using Connectworks Clauses (AGM/Minute Generator)
After downloading
By default, any precedents you generate are not saved in entity profiles.
When you upload documents you can also choose to distribute them to clients for signing or upload via Document Packs.
See more: Building a Document Pack