Pre-requisites :
1) Your Company Secretary must have subscribed to the Advanced Plan on Officio.
2) Company Secretary's client must have a Client Account.
Follow these simple steps;
1) Sign into the Client Portal.
2) Click on Edit Profile.
3) Enter all the necessary information in the appropriate fields.
4) Upload your profile photo for your Company Secretary to identify you. This will also speed up the request connection process from your Company Secretary.
REMEMBER : Your company secretary can revoke your connection to his vault and your data access at anytime.
5) You can also change your password by going to Edit Profile.
6) Once you completed filling the form, click Save.