New Feature Alert!  New Company Secretarial clients/companies, users/persons now can sync with Capium!


Please let a member of a team know if you would like to enable this feature


Please click here to watch how clients/users are now added to Company Secretarial


Navigation: My Admin> Clients> New Client


Help Guide: adding a client in Capium My Admin


Please add a client in Capium My Admin by clicking on the new client button, under the clients tab


A pop up will appear to add in the details


Please make sure you add in all the mandatory fields



Once all mandatory fields are completed please click save.


Log out and log back in again.


When you log into Company Secretarial, the newly added client will be in Company>show all companies>live companies



Help Guide: adding a client in Company Secretarial 


Click on the Company Secretarial button in Capium


Head to Company> add a company


Either pick 'type your own data' or 'download from companies house'


If typing your own data please ensure the following fields are entered


  • Company Name (found under 'main details' tab)
  • Country (found under 'Redg office, SAIL & HMRC' tab) 
  • SIC Codes



Once data is entered please click save at the bottom of the page.


Please log out and log back in again.


This company, will now live in your 'client' list in the Capium modules.


Help Guide: adding a User in Capium My Admin


Please add a user in Capium My Admin by clicking on the new user button under the users tab


A pop up will appear to add in the details


Please make sure you add in all the mandatory fields


Once all mandatory fields are completed please click save.


Log out and log back in again.


When you log into Company Secretarial, the newly added user will be in Person>show all people> people for live companies


Help Guide: adding a person in Company Secretarial 


Click on the Company Secretarial button in Capium


Head to Person> add a person


A form will appear to be filled out; please ensure the following fields are entered




Once data is entered please click save at the bottom of the page.


Please log out and log back in again.


This person, will now live in your 'users' list in Capium My Admin