Entering eFiling settings within the software
For each "Presenter" within the software that you wish to be able to eFile direct with Companies House, you will need to enter details of the eFiling account at Companies House and your email settings as follows:
| • | Click on File > Presenter Details |
| • | Double click the presenter you wish to edit |
| • | Select the eFiling tab |
| • | Select "Companies House eFiling Account" as the default method of eFiling |
| • | Fill in details of the dedicated, Registered email address |
| • | Enter the "Presenter ID" and "Auth Code" as supplied by Companies House when you open an account. |
| • | Optionally, you can enter a "PIN". If a PIN is entered, it will be requested each time a user attempts to eFile a document. |
| • | If you are using an email mailbox supplied by us then all you need to do is enter the password that was supplied to you. Alternatively, you can tick the boxes to use your own POP3 and/or SMTP mailbox settings, in which case further fields of information will need to be completed. |
| • | Once all settings have been entered, save the presenter record. |