DOCUMENT GENERATION FROM PRECEDENTS
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      3. DOCUMENT GENERATION FROM PRECEDENTS

      Using Connectworks Workflows (Checklists)

      Accessing workflows (checklists) within Connectworks

      Connectworks workflows (sometimes called checklists) guide to help firms meet their obligations for a variety of tasks they're required to perform (for example appointing a new director or trustee). Our workflows also provide references to locate the necessary precedents available in Connectworks to quickly generate the necessary documentation for the task.

      Accessing workflows

      Workflows can be accessed:

      1. Via an entity's document repository, using the "I would like to..." then download a precedent and filter your search by the workflow category.
        1. Companies --> Director/Documents or Shareholder/Documents Tab
        2. Trusts --> Documents Tab