Company Secreterial training guide

Company Secreterial training guide

Company Secretarial: Navigating My Office, Workflow, and Settings
The My Office menu is where you set up your practice in the Company Secretarial (CoSec) module and keep track of everything that needs your attention. ...
Fri, 16 Oct, 2026 at 2:25 PM
Company Secretarial: Company record, details and officers
This article covers the first tasks in the company area of Capium Company Secretarial: opening a company, updating its details and managing direc...
Fri, 16 Oct, 2026 at 2:22 PM
Company Secretarial: Shares, PSC register and dividends
 This article covers share records and dividends in Capium Company Secretarial: allotments, transfers, share classes, the PSC register, registers, charges a...
Fri, 16 Oct, 2026 at 2:22 PM
Company Secretarial: Managing Person Records in the System
A person record works much like a company record: it holds an individual's details and shows every company they are connected to. This article show...
Fri, 16 Oct, 2026 at 2:23 PM
Company Secretarial: Filing centre, minutes and registers
This article covers what happens after you make changes in Details or Connections: finding the resulting forms in the filing centre, filing them,...
Fri, 16 Oct, 2026 at 2:15 PM
Company Secretarial: Managing company deadlines, formations and ID checks
The Select All menu brings together reports for all of your companies and people in one place. This article explains how to use the Select All reports, as...
Fri, 16 Oct, 2026 at 2:26 PM
Company Secretarial: CS01 submission and client checklist
This article explains how to submit a CS01 and how to use the client checklist to get approval first, including tracking responses and optional a...
Fri, 16 Oct, 2026 at 2:22 PM
Company Secretarial: Advanced Functionality
This article covers three advanced features: recording complex share transactions, completing several company changes in one go with Quick Steps, and c...
Fri, 16 Oct, 2026 at 2:23 PM