To add a director, go to Person > Add a person, then check to make sure they haven’t already been added. If they’re not on the list, then click Add:
Then choose the type of “Person” to be added, fill in the relevant information, then Save.
Once the Person has been added, you can select the company to which they’ve been appointed director. Go to Company > Select a company, then select Connections:
Scroll down to Directors, select Add a director:
Now you can select the appointed Director from the list (corporates are at the end of the list). To prompt the prefilled AP01 form you will need to complete the Appointment date field, as well as the Appointment minuted field.
Now you can go to the Filing centre on the company’s homepage where the AP01 form will be waiting for review:
For Director minute, go to Documents > Director > Appoint Director minute:
Select the appointed director, then select Go to meeting details
Complete the relevant fields, then select Make documents, you have the option to save the file locally to your device:
