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Documents (Desktop) ​

What it is: A built-in library of standard legal and compliance documents — such as directors certificates, loan certificates, and shareholder minutes — that can be completed and linked directly to the Annual Financial Statements.

What it's for ​

The Documents section saves time by providing pre-formatted certificates and resolutions that firms commonly need alongside a set of AFS. Information entered in these documents flows automatically into the relevant notes (for example, directors certificate data populates the Related Parties Note), keeping the AFS consistent without re-keying data.

How to do it ​

Open and complete a document ​

  1. In the client file, navigate to the Documents section and select the relevant document (e.g. Directors Certificate, Loan Certificate, Shareholder Minutes).
  2. Use the dark blue editing cells to type in the required information.
  3. If you need additional certificates (e.g. more than one directors certificate), go to Content and enable the additional certificates from there.
  4. The details you entered will automatically appear in the corresponding note on the Annual Financial Statements (e.g. the Related Parties Note).

Tip: You can also import your own custom documents via Office Tools if the standard library does not cover a specific document type your firm needs.

Source ​

https://draftworx.helpjuice.com/desktop/draftworx-desktop-documents

Walkthrough: https://scribehow.com/viewer/Draftworx_Desktop_Documents__DX107___MdCiFaqSfK0wCArT8wt2Q