Using Mclowd DocsCentre
Enter your login name and password to sign into Mclowd DocsCentre.
The first screen you will see is called My Dashboard. This will show your business name and recent orders. On the left-hand side of the screen you can select the different types of documents available.
Update your profile and add staff
To update your profile or to add other members of your staff to your account, click on the dropdown arrow next to your name on the top right-hand side of the screen and select Profile.
This will load your profile. On this screen, you can:
- Edit your profile
- Change your password
- Set up multi-factor authentication
- Add staff
Before you order an SMSF deed, a new company registration, or any other document, you need to create a client for that deed, registration, etc. You can do this when you select a document, but it is preferable to do it before you order a document.
The best way to add a client is to click on Contacts on the menu on the left-hand side of the screen and choose My Clients – this will load the Clients screen.
On this screen, choose Add New Client.
This will load the Create Client screen and allow you to enter the client’s name, company/business name and client reference. Make sure you click Save to preserve these details before navigating away.
Upon saving the client details, you will be taken back to the Clients screen, which will now present the client details you’ve added.
Creating a new SMSF deed for a client
To order an SMSF deed for a client, you must first create a new order.
Click on SMSF under the Create New Order menu on the left-hand side of the screen. This will load the Ordering Product screen for SMSFs and will list a variety of products – including Prices for SMSFs including SMSF (Trust Deed) and various options for Deeds of Variation (DOV), as well as other products.
To select a SMSF deed or any other document, choose Order Online under Action for that product type.
This will load the SMSF wizard to create the SMSF Deed. To begin with, select the relevant Client or Create New Client if you have not yet created a relevant client. Enter the relevant information in each tab (Details, Trustee, Member, Review, Complete).
Ordering company products
With Mclowd DocsCentre, you can order company registrations and other company products. Details of the various products and prices are below.
Ordering trust products
With Mclowd DocsCentre, you can order trust deeds. Details of the various products and prices are below.
Ordering other products
With Mclowd DocsCentre, you can order partnership agreements. Details of the various products and prices are below.