Set up Electronic Filing Agents

Companies can authorise an electronic filing agent (EFA) to sign and file forms electronically with the Companies Registration Office (CRO).

1. Go to System Tools > User-Defined Fields > All People and make the CRO EF Agent ID field visible.

   Note

   System Tools can only be accessed by users with administrator rights.

   Refer to User-Defined Fields (UDFs) to learn how to change the visibility of user-defined fields.

2. Create a record for the registered filing agent.

   Electronic filing agents can be added to Diligent Entities as other entities or companies, as well as individuals if the EFA is a natural person and not a corporate entity. Refer to Create a company, Create an individual, and Create an other entity for more information on how to create an entity.

   Note

   Where the registered agent is a corporate entity with individual representatives signing forms on their behalf, the individuals also need to have their records created and configured for ROS signature in Diligent Entities.

3. Go to the Entity Details and provide any other details required for the EFA, for example, incorporation date and company number.

4. On the Entity Details page select Wizards > Electronic Filing > IE ROS Wizard.

5. In t​​he Efile IE ROS wizard that displays, select the Use ROS Certification option and select Finish to set up the EFA to sign forms electronically.

What's next?

Refer to the Generate a B77 Form to Authorise an EFA to Sign Company Forms topic to learn how to authorise an EFA to sign forms on behalf of a company.