Categories
ACCOUNT COMPANY

The Documents tab

Keeping your company records in a dusty file has become a thing of the past. According to the Companies Act, your company records must be accessible and up to date at your registered address. InfoDocs is your solution to maintaining and storing your finalized records digitally.

Below are some of the reasons to start using the Documents Tab to store your records in the cloud;

  • To have a dedicated paper trail of a signed and approved records
  • To consolidate records that are spread over emails, desktops or physical files
  • To ensure that InfoDocs is the final point of truth for all your company records
  • To enable the company secretary, director, or consulting professional to have access and visibility of the records from anywhere.
  • To have control over who can edit and view the company records
  • To protect confidential information from staff and other parties

With InfoDocs you are able to:

  • Create A New Folder
  • Upload Documents
  • Request Documents
  • Access Pre-populated Documents
  • Access Word Templates

To get started simply log in to your portfolio and select the company that you would like to work on and head over to the Documents tab.

Create A New Folder

Step 1: To create a new folder select the Create New Folder feature, give your new folder a name and, select Ok

Step 2: Once you have selected Ok your new folder will appear in alphabetical order with the other folders you have on the platform.

Upload Documents

Step 1: Simply select the folder you would like to work with and proceed to select the Upload Documents option.

Step 2: Click the Upload Documents button and either drag your finalized records into the window or choose files from your computer. Click Upload when you are ready.

Step 3: You can also rename the document by selecting the Edit icon or delete the document by clicking on the Delete icon.

Request Documents

Step 1: From the Documents tab select the Request Documents option under Actions.

Step 2: You will then be given the option to request the Incorporation Documents (MOI) or a CIPC Official Disclosure document. Once you have selected the desired document click Next

Step 3: Select your payment method and click Submit to CIPC.

You will receive the document from CIPC as soon as the request has been successfully submitted.

Access Pre-populated Documents

Step 1: From the Documents tab select the View Template Library option under Actions.

Template Library

Step 2: In the library, you will be able to access the pre-populated documents by selecting the PDF Templates option.

Step 3: All the pre-populated documents you have created on InfoDocs will be listed according to their transaction date. Simply locate the desired document and click on it. If you would like to print the document select the Printing icon.

Access Word Templates

Step 1: From the Documents tab select the View Template Library option under Actions.

Template Library

Step 2: In the library, you will be able to access all the word templates we have available by selecting the Word Templates option.

Word templates

Step 3: A list with all our word templates will be displayed, simply select the template you need to edit. All our templates are industry-approved with reference to the applicable sections in the Companies Act. We are constantly adding new templates to the Word Templates folder to ensure you can have access to all the supporting documents required to maintain your company records.

Step 4:If you have a request for a template that you often use, hit Request Template to let us know.

Continue to add your records manually as you perform transactions to ensure that your Documents tab remains up to date with signed and approved information.

We have unlimited storage capacity available and will be continuously building on our archiving functionality. It terms of the safety of your data, InfoDocs makes use of Amazon S3 storage, encrypted at rest. S3 provides an uptime guarantee of 99.99% and a 99.999999999% durability of objects over a given year.

We have a growing list of open templates available for you to use, have a look at how to access them here.

Leave a Reply

Your email address will not be published. Required fields are marked *