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How to Link a Register to a Meeting Type ​

Linking a register to a meeting type makes the register available from within every meeting of that type. A Registers button appears on the meeting, members invited to the meeting can view the entries, and during minute taking new entries can be added directly to the register.

This is how you get conflict of interest declarations, risk items, or any other register information to surface inside your meetings.

Linking When Creating a New Register ​

  1. Go to Registers in the main menu.
  2. Click New Register.
  3. Choose From Scratch or From Template.
  4. Enter a Name and, optionally, a Description.
  5. Set the Owner (defaults to you — you can reassign if needed).
  6. In the Meeting Types field, select one or more meeting types to link the register to (e.g. AGM, Board Meeting).
  7. Optionally add the register to a Group and set a Review Date.
  8. Add at least one column.
  9. Click Create Register.

Linking an Existing Register ​

  1. Go to Registers and open the register you want to link.
  2. Click Settings → Edit Register.
  3. Update the Meeting Types field to add the relevant meeting type(s).
  4. Save your changes.

What Happens Once a Register Is Linked ​

When a register is linked to a meeting type:

  • A Registers button appears on every meeting of that type — click it to view the register entries from inside the meeting.
  • During minute taking, you can select a register and add entries to it directly. Entries added this way are recorded in both the register and the meeting minutes.
  • Register entries appear in the meeting minutes PDF.
  • Members invited to meetings of that type gain viewing access to the register, even if they have not been directly invited to the register itself. The register may not appear in their Registers list, but they can access it via the meeting.

Good for Conflict of Interest

Linking a conflict of interest register to your board meeting type is a clean way to capture declarations at the start of each meeting — they get recorded in the register and the minutes in one step.

  1. Go to Registers and open the register.
  2. Click Settings → Edit Register.
  3. Remove the meeting type from the Meeting Types field.
  4. Save your changes.

The Registers button will no longer appear on meetings of that type, and members who relied on meeting-type access will lose their view of the register unless they have been invited to it directly.

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