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CAS 360 Product Update – 24 August 2023

What's New?

User Permissions: 3 new user role permissions are now available to provide more control over trust details: 

  • Add / Edit Trust Selection Permission
  • Add / Edit Trust Data Permission
  • Prepare Trust Documents Permission

Merge Fields: New merge fields for Company Contact have been added for document and email templates. These merge fields can also be used in freeform minutes, resolutions and document templates. Learn More

Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the CAS 360 Community. Links to previous update release notes are below:

Stay tuned for future releases!

Warren Renden
Head of CAS 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn


Author BGLCorp

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