Evidence and Client Instructions in Sky Sec

Sky Sec is designed to ensure that every secretarial transaction is supported by proper evidence from the start of the process to final completion.

For every transaction, the sticky note should be used to record the client's instructions. This creates a clear internal record of what the client requested, when the instruction was received, and what action must be taken. The sticky note becomes the working instruction for the transaction and helps staff understand exactly what needs to be completed.

The documents folder must be used as the permanent record of the transaction. It should contain the signed and completed client instructions, together with any supporting documents, resolutions, mandates, forms or other records that prove the transaction was properly authorised and completed.

This means that anyone looking at the transaction can immediately see the evidence of the work that was performed. The documents folder provides a clear audit trail and ensures that the transaction is not just processed, but properly supported by the necessary signed documentation.

As the work is completed, the sticky note should be updated and marked off so that there is a clear record that the client instruction has been actioned. This provides an important control point and avoids uncertainty about whether the instruction is still outstanding or has been dealt with.

Once all documents have been signed, uploaded and checked, the transaction should be marked as finalised. Finalising the transaction confirms that the record is complete, the evidence is in place, and the transaction is ready to be relied on in the company secretarial records.

This process ensures that Sky Sec is not just a processing system, but a complete evidence-based company secretarial platform.