Using Connectworks Workflows (Checklists)

Accessing workflows (checklists) within Connectworks

Connectworks workflows (sometimes called checklists) provide guidance 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 in two ways:

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.

 

2. Via your firm's Admin>Precedents tab: first select between Company or Trust documents, then select the Workflow category.