Enhancements to Cleardocs website

Veena Pingali, Java Web Developer

Cleardocs is constantly looking to improve the service we provide to you. As part of this, we have recently changed the way our mega menu (ie the main navigation menu) works on our website.

So, here is how the improved menu looks:

 The new menu bar improves page speed, landing you on your chosen product page faster.

Product pages contain:

·        pricing information;

·        all the information you need to know about the product in ‘General Information’ and ‘Frequently Asked Legal Questions’ sections;

·        links to resources including samples documents and information checklists ; and

·        access to start a new order.

Although you can no longer aceess your document orders from the mega menu, a complete list of all your orders can be viewed on the ‘MyDocuments’ page.

After logging in to Cleardocs website, to navigate to my-documents page, click on MyDocuments blue button.

This page gives the categorized list of all documents created by you along with the status of each document.  The ‘Filter by’ option provided on the top to view documents allows you to view the documents based on the status, product name and creation date.

More improvements are on the way.

+Cleardocs Thomson Reuters

Unique tools and features to create legal documents online, chop-chop

Lisa Galbraith, General Manager

Providing useful content, information and short cuts to speed up and simplify document creation is a priority and focus at Cleardocs.  

We all know how easy it is to become familiar with a website.  When we get used to a website, we find ourselves using that site in repetitive ways:
Click here.

Mouse hover.
Select option from menu.

Enter data.

Save.

We think we’re saving ourselves time by navigating through the site like we always have.  The problem with behaving this way is that we miss some of the newer features, designed to save time and make things easier. 

Below is the top seven Cleardocs features and tools most loved by our customers. I hope you find something to speed up your day.

1.    Copy and paste similar documents

Starting a new company registration, family trust or unit trust that is very similar to one you have already completed?  Look for the ‘copy and paste these answers’ link – you will find it in the ‘what’s next’ box of the completed document.

2.    Export your new company file into BGL CAS

If you use the BGL CAS corporate secretarial software for your company secretarial activities you can download the file directly from Cleardocs.  You will find the link in the ‘what’s next’ box of your completed company registration.

3.    Managing ‘My Documents’

If your document list is growing, remember to use the filter options at the top of the ‘My Documents’ page to quickly locate specific documents.  The filter allows you to search by status (pending, completed, lodged, rejected etc); document type; created date or by an answer you entered.

4.     SMSF version control

Unsure what your client’s SMSF deed allows or whether it should be updated?  Cleardocs tags every SMSF Deed, update or change of trustee with a version history.  Simply click on the version link and see at a glance what’s included in your client’s SMSF and what the most recent updates are.  You will also find this useful link in ‘My Documents’, next to the matter name.

5.    Multiple logins

If your firm has multiple users and you wish to consolidate your account, please contact the helpline and we can set it up for you.

6.     Macquarie CMA set up

If you’re setting up an SMSF and wish to open a Macquarie Cash Management Account, we have an integration that will reduce your data entry requirements and speed up the process.

7.     Frequently asked legal questions and ClearLaw

We regularly update the FALQs in response to feedback from our customers.  Our library is extensive and a quick search of these areas may provide the answer you are looking for.

+Cleardocs Thomson Reuters

Cleardocs and XPLAN interface integration speeds up document creation

Ercan Barlas - Technical Lead and Project Manager

It’s been a great start to 2015 with the roll out of the Cleardocs and XPLAN interface integration.  The integration is a good example of how we streamline and simplify processes for customers.

From version 2.14 of the XPLAN platform, users can setup Cleardocs as a legal document provider and create prefilled orders with their XPLAN client data.  Currently users are able to generate the following document packages:

1. Company Registration (includes online registration with ASIC)
2. Unit Trust –fixed
3. Unit Trust- non-fixed
4. Hybrid Trust 
5. Discretionary (Family) Trust 
6. Superannuation Trust (SMSF)

We understand that the security of your data is of concern, especially when data is being transferred between two systems.  We have made security a high priority in the development of this integration and put in place all the necessary measures to keep your data safe.

If you are an XPLAN user or plan to be, we hope you enjoy the time saving benefits from the integration.

With eleven months left in the year, keep an eye out for more integration projects we plan to release.

+Cleardocs Thomson Reuters