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The Units Issue Documents wizard is used to produce the documents associated with an issue. The documents available are:
Application for allotment of units
Minutes of trustees meeting to approve unit issues
Before using this wizard, you must have already issued units (see Adding unit issues).
- If you have not done so already, enter the details of units that have been issued (see Adding unit issues).
- Select and open the corporation. See Selecting a corporation. The corporation opens at the Details tab.
- Click the Capital tab.
- Select the required unit issue.
Click Unit issue documents on the Task Bar. The Unit Issue Documents wizard opens.
Confirm the unit issue details. If they are correct, click Next. The Select documents screen opens. If not correct, click Cancel and click Change unit issue to correct the unit issue details.
Select the documents you want to generate from the list.
Enter or use the calendar to select the Date and time of meeting and closing of meeting.
Select either Business or Registered for the location of the meeting.
Select the Chairperson and the Officers present.
Click Next. The Finish screen opens.
Select the documents you want to preview.
- Click Finish.
The selected documents display on the Print preview screen (see Previewing forms and documents).