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Corporate Secretarial
 

Corporate Secretarial

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Secretary is one who supports management, including executives, using a variety of project management, communication & organizational skills. MBPCloud Secretarial apps help them to be more effective, ...

Secretary is one who supports management, including executives, using a variety of project management, communication & organizational skills. MBPCloud Secretarial apps help them to be more effective, faster and make its easier.

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    Corporate Secretarial Corporate Secretarial Presentation Transcript

    • Corporate Secretarial Secretary is one who supports management including executives using a variety of project management, communication & organisational skills. MBPCloud Corp. Secretarial Apps help them to be more effective, faster & make it easier
    • Corp Secretarial Clicking Corp Secretarial icon in home page directs you to the below page. Convertible Notes Securely store your convertible notes related document in an organised folder structure. Clicking “Convertible Notes” menu directs you to the below page.
    • Corp Secretarial “Create” icon – create folders  Enter details such as folder name & description, choose users to share folder, period during which folder should be available (if required) & Save.  To share folder with user(s), select either “All Users” or “Selected Users” by clicking respective radio button.  Then from the user-list appearing in left, choose user(s) and click “>>” button.  Selected user(s) gets shifted to the right-side user-list box.  The folder created will be shared with these user(s).  Once saved, the sub-folder will be included in your folders list.
    • Corp Secretarial Folder Create Page Folder Created Select user(s) to share folder Shared user(s) Create subfolderDelete folderEdit folder details
    • Corp Secretarial “Upload” button – upload your convertible notes to folders created.  Choose folder from dropdown to save document, enter document details such as name & description, choose document type from dropdown, users to share document, browse & attach document, and Submit.  You can enable notification to be sent to users informing them about the uploaded in MBPCloud (optional).  To send notification, tick “Enable Notification” check-box.  Select user(s) from left-side user-list box, shift chosen user(s) to right user-list box.  Once you have uploaded the document to the folder, a notification message will be auto-triggered to all chosen user(s) via email informing them of the upload.  Once submitted, the document gets saved in the chosen folder.  To view versions of a document, click “Versions” button alongside that document.
    • Corp Secretarial Document Upload Page Document Uploaded View document version Select folder to save document Select document type Select users Document shared with following users Notification to following users Click to send upload notification to users Attach document here
    • Corp Secretarial The following E-mail notification will be auto-triggered to all chosen user(s)informing them of the upload. Replacing a document with a newer version You can replace a document with a newer version by maintaining the record of the previous version(s). To upload newer version of an already uploaded document, click “Edit” button besides the document to replace; in uploaded Document List. Dear User, [User Name] has uploaded [Document Title] in MBPCloud Document Repository System. Sincerely, MBPCloud DRS System
    • Corp Secretarial Here, click on the “Replace Attachment” button besides the attachment. Attach the newer version, and click “Update” button. Click to upload new version Attach new version here
    • Corp Secretarial You can view all versions of a document by clicking “View” button of the document in the Document List. You will be directed to the „Document History‟ page that lists all versions uploaded for that document. You can also view all document versions through the “List” page (explained latter in this presentation). Click to view
    • Corp Secretarial “Search” button – Search Stored Folders & Documents.  Choose entity to search by selecting from respective check-box.  Enter entity name to search.  The search result will be displayed in grid below. Select entity to search Enter entity name Search result
    • Corp Secretarial “List” button – View all your saved Folders & Documents.  Clicking “List” icon will list all your saved folders.  Click a folder from the list to view all documents saved under it.  Documents can be Moved between folders, Archived and Deleted.  To action a document, select document from grid by ticking respective check-box.  Then select action to perform from dropdown list and click “OK” button.  You can also view versions of an uploaded document through the Version “View” button. Click folder to view documents under it select document to actionView document versions Select action to perform on selected document
    • Corp Secretarial The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the archive. The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the delete. Dear User, [User Name] has archived [Document Title] in MBPCloud Document Repository System. Sincerely, MBPCloud DRS System Dear User, [User Name] has removed [Document Title] in MBPCloud Document Repository System. Sincerely, MBPCloud DRS System
    • Corp Secretarial Master Library A library of master standard corporate documents, for your reference. All documents are sorted into various categories. Documents are fully custamisable to suit your business. The master documents you wish to use are copied across to your Business Library. Click to view standard documents under this category
    • Corp Secretarial For example, if you click “Applications” menu under Master Library, you will be directed to a page as shown below that lists all standard Application related documents. Click document from list to view. Click to view
    • Corp Secretarial Business Library Your library of standard corporate documents that you wish to use in your business. These may be altered Master Library documents or your own business documents that you originated. Click to view/add documents under this category
    • Corp Secretarial To add a new document to your Business Library, click on a menu (category) to which you want to add the document. For example if you want to add a declaration, click „Declarations‟ menu under Business Library. You will be directed to the below page. Click „Add New‟ button. Enter document details, share with users (not mandatory), select services subscribed for, attach document, and Save. The document gets listed under that category under your Business Library. Attach document Share document with users Documents added Add new document
    • Corp Secretarial FAQ’s Looking for something? This is a compilation of frequently asked questions on topics of company records, debt collection, & legal action. KnowHow Know how “Corp Secretarial” App works. Click topic to view
    • Corp Secretarial Knowledge Facts & useful Information that you wish to use in your business, securely stored online in an organised folder structure with controlled user access. Same process as explained in “Convertible Notes”. Entity [Name] Corporate documents of your entity securely stored online in an organised folder structure with controlled user access. Same process as explained in “Convertible Notes”. You can also request additional submenus to your Corp. Secretarial page based on your business needs.
    • THANK YOU! For further information please contact us: Telephone : 1300 276 266 Email : support@mbpcloud.com