The process to appoint a new officer includes an option to download a draft document, this can be used to gain approval for the appointment before making a submission to Companies House.
1. Please begin the appointment process using the appropriate guide below:
How do I appoint an individual as a director?
How do I appoint a corporate Director?
How do I appoint an individual as a company secretary?
How do I appoint a corporate secretary
Note: The approval document feature is only available to subscribers to the software. What are the benefits of subscribing to Inform Direct?
2. During the appointment process you will be presented with the option below asking if approval is required before making the submission to Companies House.
3. Clicking Yes and Continue will produce a document which includes the details of the appointment. Selecting No will proceed to submit the appointment to Companies House without creating an approval document.
Note: If you have left a blank date or used a future date, saying No to approval will create a Saved Process on the company dashboard. Please see How to use a future date or leave a date blank
After clicking Yes, Inform Direct will create a summary document and will be saved into your Document Library. You will be given the chance to open the summary document Now or save for later, selecting to Open Now downloads the documents in a zip file in addition to saving them to your Document Library.
4. The approval document created displays the information as detailed below, it includes a section located at the bottom of the document which can be signed and dated.
5. The submission will now remain as a Pending Approval on the dashboard until completed or removed by the user. You will also see a notification displayed on your portfolio screen as a reminder.
6. On the company dashboard tab the actions button next to the pending approval provides the options to Complete, Edit, Change appointment date or Remove the action.
7. Selecting Complete will proceed to a simple summary screen which will allow you to make the submission to Companies House.
Note: If you have left a blank date or used a future date, the filing cannot be made to Companies House until the date of the filing is entered and reached. See How to use a future date or leave a date blank
