Merger / Amalgamation Task

  • Updated

The Merge / Amalgamate Task is designed to easily create workflows for the preparation of the documentation relating to the merger/amalgamation of an entity.

 

To start a Merge / Amalgamate Task, navigate to the entity profile where the task needs to be created, select the Tasks menu, and then select + New.

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The following window will appear, which is where Merge / Amalgamate from the Type dropdown list would be selected. A memo description for ease of reference may also be entered.

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Once the Merge / Amalgamate task type selected, 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.

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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.

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Selecting Supporting Documents, as shown above, a prompt to choose from a list of templates will appear. 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 right-hand corner of the window to create the task, and then click Generate documents to generate the templates.

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Once the Generate documents have been selected, selecting the View documents now link will redirect to the Documents tab of the entity where the task was created to view the generated documents. The documents will be downloadable to the desktop, send them for eSignature, or edit them in Word Online, as the case may be.

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Once all of the 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 Completed has been selected, a prompt will appear to make some confirmations and update some date fields. Click Confirm in the bottom right-hand corner of the screen to finish.

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