New Feature Alert! New Company Secretarial clients/companies, users/persons now can sync with Capium!
Once this the module has been added onto your account, please contact the sales team to active the feature
Please click here to watch how clients/users are now added to Company Secretarial
Navigation: My Admin> Clients> New Client
Help Guide: adding a client in Capium My Admin
Please add a client in Capium My Admin by clicking on the new client button, under the clients tab
A pop up will appear to add in the details
Please make sure you add in all the mandatory fields
Once all mandatory fields are completed please click save.
Log out and log back in again.
When you log into Company Secretarial, the newly added client will be in Company>show all companies>live companies
Help Guide: adding a client in Company Secretarial
Click on the Company Secretarial button in Capium
Head to Company> add a company
Either pick 'type your own data' or 'download from companies house'
If typing your own data please ensure the following fields are entered
- Company Name (found under 'main details' tab)
- Country (found under 'Redg office, SAIL & HMRC' tab)
- SIC Codes
Once data is entered please click save at the bottom of the page.
Please log out and log back in again.
This company, will now live in your 'client' list in the Capium modules.
Help Guide: adding a User in Capium My Admin
Please add a user in Capium My Admin by clicking on the new user button under the users tab
A pop up will appear to add in the details
Please make sure you add in all the mandatory fields
Once all mandatory fields are completed please click save.
Log out and log back in again.
When you log into Company Secretarial, the newly added user will be in Person>show all people> people for live companies
Help Guide: adding a person in Company Secretarial
Click on the Company Secretarial button in Capium
Head to Person> add a person
A form will appear to be filled out; please ensure the following fields are entered
Once data is entered please click save at the bottom of the page.
Please log out and log back in again.
This person, will now live in your 'users' list in Capium My Admin