Template Name: 

Annual Documents 

Default Subject: 

Annual Documents for Signing - *YEAR* - *GROUP NAME*  

Default Body:  

Please find attached the 20xx Annual Documents for your review and digital signature where indicated.  

Please feel free to contact us if you have any question about the process or the documents included.                                        

Yours faithfully,  

CLIENT MANAGER/DIRECTOR

Default Tags:  

#Annual 

Template Name: 

Business Activity Statement 

Default Subject: 

Business Activity Statement - *PERIOD* - *CLIENT*  

Default Body:  

Please find attached the xxx Business Activity Statement for your review and digital signature where indicated.  

Please feel free to contact us if you have any question about the process or the documents included.                                        

Yours faithfully,  

CLIENT MANAGER/DIRECTOR

Default Tags: 

#BAS 

Template Name: 

Trust Distribution Template 

Default Subject: 

Trust Distribution Template - *YEAR* - *GROUP NAME*  

Default Body:  

Please find attached the XXXX distribution resolution for XXXXXXXXX for your review and digital signature where indicated.  

Please feel free to contact us if you have any question about the process or the documents included.  

Yours faithfully,  

CLIENT MANAGER /DIRECTOR ETC 

Default Tags: 

#TrustDistribution 

Template Name: 

Adhoc Digital Document for Signing 

Default Subject: 

Document for approval and digital signing 

Default Body:  

Please find attached document for your review and digital signature where indicated.  

Please feel free to contact us if you have any question about the process or the documents included.                                        

Yours faithfully,  

CLIENT MANAGER/DIRECTOR

Default Tags: 

#adhoc