Learn the workflow for creating a Merge / Amalgamate Task
The Merge / Amalgamate Task is designed to allow you to easily create workflows for the preparation of the documentation relating to the merge or amalgamation of an entity.
To start a Merge / Amalgamate Task, navigate to the entity profile for which you would like to create the task, select the Tasks menu, and then select + New.
The following window will appear, which is where you would select Merge / Amalgamate from the Type dropdown list. You may also enter a memo description for ease of reference.
Once you will have selected the Merge / Amalgamate task type, the Merge / Amalgamate tab will appear down the lefthand side of the window. Navigate to this tab to enter the relevant dates and entities involved, and any other necessary information in the appropriate fields.
Once all of the necessary fields in the Merge / Amalgamate section are filled in, navigate to the Supporting Documents tab to select the supporting documents to be generated as a result of the Annual Compliance Task.
Selecting Supporting Documents as shown above will prompt you to choose from a list of templates. Select the appropriate templates and then click Add to include them as the supporting documents for the Merge / Amalgamate Task. Click Create in the bottom righthand corner of the window to create the task, and then click Generate documents to generate the templates.
Once you will have selected Generate documents, selecting the View documents now link will bring you directly to the Documents tab of the entity for which you created the task to view the generated documents. You will then be able to download the documents to your desktop, send them for eSignature or edit them in Word Online, as the case may be.
Once all of your documents are signed and filed in the system, set the task to Completed by selecting the status tab in the top right of the task card.
Once you select Completed, you will be prompted to make some confirmations and update some date fields. Click Confirm in the bottom righthand corner of the screen to finish.