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Cosec User

⌘K
  • Cosec User Overview
  • Signature
  • Assistants
    • Creating An Assistant
    • Assign Assistant to a Client
    • Change or Remove Assistant to a Client
    • Assigning multiple clients to an assistant
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    • Assigning New Clients Task to Assistant
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  • Client Menu
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      • How To Register An Individual
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      • Shares Transaction
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  • Templates
    • Applying Templates For A Client
    • Editing Templates
  1. Home
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  3. Cosec User
  4. Clients

Clients

This page lists all clients registered under the Cosec. To quickly search for a client, use the filter box on the top left. Click on the client row to go into more details about the client.

To add a new client, click on the button “ADD CLIENT” on the top right.

Bulk import is also supported but currently only Excel file is supported. Click here to find out more.

Articles

  • Add New Client
  • Edit Client
  • Assigning New Clients Task to Assistant

Doc navigation

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