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Document Management & Client Engagement
Getting Started + Latest Updates
GETTING STARTED FOR PROFESSIONAL FIRMS
LOADING CLIENT PROFILES
SUBSCRIPTIONS & PRICING
Firm Administration
STAFF MANAGEMENT
PRACTICE MANAGER ADD-ONS
GENERAL ADMINISTRATION
NZ COMPANIES OFFICE INTEGRATION
SECURITY
AML Compliance
AML WORKFLOW
CLIENT DUE DILIGENCE
ELECTRONIC VERIFICATION
AML RESOURCES
Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
MANAGING COMPANY ROLES & ASSOCIATIONS
COMPANY MANAGEMENT (OTHER)
THE ANNUAL RETURN WORKFLOW
ANNUAL RETURNS (OTHER)
Company Management (Share Management)
SHARE REGISTER
Trust Management
GETTING STARTED WITH TRUSTS
ASSOCIATED PARTIES (TRUSTS)
ASSETS & LIABILITIES
Entity Types
INDIVIDUALS
PARTNERSHIPS
ESTATES
LPs
Document Management & Client Engagement
CLIENT ENGAGEMENT
DOCUMENT MANAGEMENT
DOCUMENT SHARING & SIGNING
DOCUMENT GENERATION FROM PRECEDENTS
DOCUMENT PACKS
Non-professional user guide
GETTING STARTED FOR NON-PROFESSIONAL USERS
DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS
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Help Center
Document Management & Client Engagement
Getting Started + Latest Updates
GETTING STARTED FOR PROFESSIONAL FIRMS
LOADING CLIENT PROFILES
SUBSCRIPTIONS & PRICING
Firm Administration
STAFF MANAGEMENT
PRACTICE MANAGER ADD-ONS
GENERAL ADMINISTRATION
NZ COMPANIES OFFICE INTEGRATION
SECURITY
AML Compliance
AML WORKFLOW
CLIENT DUE DILIGENCE
ELECTRONIC VERIFICATION
AML RESOURCES
Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
MANAGING COMPANY ROLES & ASSOCIATIONS
COMPANY MANAGEMENT (OTHER)
THE ANNUAL RETURN WORKFLOW
ANNUAL RETURNS (OTHER)
Company Management (Share Management)
SHARE REGISTER
Trust Management
GETTING STARTED WITH TRUSTS
ASSOCIATED PARTIES (TRUSTS)
ASSETS & LIABILITIES
Entity Types
INDIVIDUALS
PARTNERSHIPS
ESTATES
LPs
Document Management & Client Engagement
CLIENT ENGAGEMENT
DOCUMENT MANAGEMENT
DOCUMENT SHARING & SIGNING
DOCUMENT GENERATION FROM PRECEDENTS
DOCUMENT PACKS
Non-professional user guide
GETTING STARTED FOR NON-PROFESSIONAL USERS
DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS
Document Management & Client Engagement
CLIENT ENGAGEMENT
How to invite Clients into Connectworks
What Invited Company Clients Can See & Do
What Invited Trust Clients Can See & Do
DOCUMENT MANAGEMENT
Document Management Webinar
Uploading Documents
Editing & Downloading Documents
Document Category Tags
DOCUMENT SHARING & SIGNING
Resending link to sign documents
How to create and distribute minutes & resolutions for approval
Emailing documents to clients
Document Signing - No login required
DOCUMENT GENERATION FROM PRECEDENTS
What are precedents?
Using Connectworks Precedents
Using Connectworks Workflows (Checklists)
Using Connectworks Clauses (AGM/Minute Generator)
Download a list of Connectworks Precedents, Workflows and Clauses
Uploading your firm's own Precedents
See more
DOCUMENT PACKS
Document Pack Webinar
Building a Document Pack
Not Found with Companies
Accessing a document pack
Signing Documents
Rejecting Documents
Bounce email notification (Document Signing)
See more
