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Authority2File |
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Authority2file technology works in conjunction with our Companies House eFiling module to fully automate obtaining authority from your client to electronically file forms at Companies House. Once you have specified the form data and ticked the "Request Authority from Client" box, the software handles the rest automatically and will only release the eFiling instruction for filing once the client has emailed their authority. The fully automated Authority2file process: 1. Prepare form data 2. Tick "Request Authority from Client" box 3. An email is automatically sent to client with attached PDF of equivalent completed paper form to be eFiled, requesting authority to eFile the information 4. eFiling instruction automatically added to eFiling queue and placed on hold, "Awaiting Authorisation" 5. Client replies I AGREE to the email, signifying their authority for you to eFile the information 6. The email reply is automatically retrieved by the software and, if authorised, the on hold eFiling instruction is released and sent to Companies House 7. Email automatically sent to client confirming that form has been eFiled You can set parameters re Authority2file, including the standard wording used in emails to clients, for each presenter in the presenter parameters screen. Click File>Presenters and select presenter, then click on AAuthority2file tab. |