Skip to content
List your societySign inRegister free

Running a society

Society documents, letters and certificates

Templates, the Document Studio editor, letters on the society letterhead and approved documents that stay locked.

Quick answer

Templates, the Document Studio editor, letters on the society letterhead and approved documents that stay locked.

In this guide4 parts of “Society documents, letters and certificates”, in reading order: Start from a template; Edit in Document Studio; Approve and issue; Print or save as PDF.1Start from atemplate2Edit in DocumentStudio3Approve and issue4Print or save as PDFIn this guide4 parts of “Society documents, letters and certificates”, in reading order: Start from a template; Edit in Document Studio; Approve and issue; Print or save as PDF.1Start from a template2Edit in Document Studio3Approve and issue4Print or save as PDF
The 4 steps of this guide, in order.
Who
Society Admins and authorised members.
Cost
Free.

  1. Start from a template

    Choose a society or prescribed-form template; the society’s details are filled in automatically.

    Forms and templates

  2. Edit in Document Studio

    Change wording, tables, signatures and the seal, page by page.

    Document Studio

  3. Approve and issue

    Approved documents are locked so the issued version can be trusted later.

    Document Desk

  4. Print or save as PDF

    Every document has a print view that saves straight to PDF from your browser.

Questions

Who is this guide for?

Society Admins and authorised members.

What does it cost?

Free.

How many steps are there?

4 steps: Start from a template; Edit in Document Studio; Approve and issue; Print or save as PDF.

Printed from https://coopman.in/guides/documents/

Help
Ask for platform or society assistance
Hello! Sign in to send a message to the correct administrator. For urgent society matters, use Complaint / Request after login.
Sign in for help