Filings & Returns (Document Management)
In the Corp Sec vertical, the Documents sidebar group is relabeled to Filings and the item is labeled Filings & Returns. This reflects the secretarial workflow where documents are primarily statutory filings rather than general client files.
Document Categories
AtlasOS auto-creates document folders for each company entity:
| Folder | Typical Contents |
|---|---|
| Incorporation | Certificate of Incorporation (CoR 14.1), registration confirmation |
| MOI | Memorandum of Incorporation with version history |
| Board Resolutions | Signed resolutions, special resolutions |
| CIPC Filings | Annual return receipts, COR39 confirmations, name change confirmations |
| Share Documentation | Share transfer forms (Form ST), share certificates |
| Beneficial Ownership | BO register exports, CIPC BO filing receipts |
| Compliance | Tax clearances, BEE certificates, regulatory correspondence |
Version Control
- All documents maintain full version history
- Previous versions are archived but accessible
- Final resolutions are locked — they cannot be edited or overwritten after sign-off
- Upload dates, file sizes, and uploader details are tracked
Secure Sharing via Client Portal
Directors can access their company's documents through the Client Portal:
- Directors see only their company's filings
- Download only — directors cannot edit or delete documents
- Upload capability for directors to submit signed resolutions or declarations
- Audit trail of every download and upload
AI Document Classification
When enabled, the AI document agent auto-classifies uploaded files:
- Recognises CIPC forms, resolutions, annual returns, and MOIs
- Files are auto-sorted into the correct folder
- Classification can be overridden manually
Filing receipt upload
After submitting a filing to CIPC or PACRA:
- Navigate to the relevant compliance obligation in the Filing Deadlines calendar
- Mark the obligation as Filed
- Upload the submission receipt — it's auto-linked to the obligation and stored in the entity's CIPC Filings folder
Related Pages
- Statutory Deadlines — Filing obligation tracking
- Company Registers — Statutory registers
- Beneficial Ownership — BO filing documents