How to Share a Register Form Link

Registers can have a Form enabled, which gives you a simple link you can share with portal members so they can submit entries directly — without needing to be invited to the register itself. This is the cleanest way to collect things like conflict of interest declarations from your board.

Forms can only be shared with portal members. They cannot be shared publicly.

Enabling the Form

1. Go to Registers in the main menu and open the register you want to add a form to.
2. Click Settings → Forms.
3. Toggle the form on.
4. Optionally add a submission message — this is shown to the user after they submit the form.
5. Choose who should receive a notification when the form is submitted.
6. Click Save.

Organising the Form into Sections

If your register has a lot of columns, you can group them into sections to make the form easier to complete.

1. In Settings → Forms, add a section and give it a name.
2. Go to the column you want to appear in that section and edit it.
3. Set the section on the column and save.
4. Repeat for any other columns you want to group.

Columns that are not assigned to a section appear at the top of the form; sectioned columns appear grouped underneath.

Sharing the Form Link

1. Go to Registers and open the register.
2. Click Settings → Forms.
3. Click the form link (or View Form) to open the form page.
4. Copy the URL from your browser's address bar.
5. Share the URL with the portal members who need to submit an entry — for example, by email or in a discussion.

The member must be signed in to the portal to submit the form, but they do not need to be invited to the register itself.

Good for Conflict of Interest

Share the form link with your board members and ask them to submit or update their declarations before each meeting. Every submission lands in the register automatically.

Sharing a Printable PDF Version

If you want to distribute a paper version of the form — for example, at an in-person meeting — you can download a PDF.

1. Go to Registers and open the register.
2. Click Settings → Forms.
3. Click Download Form PDF.
4. Print or attach the PDF as needed.

Entries collected on paper will need to be added to the register manually.

Who Can Submit the Form

• Anyone with a portal account and the form link can submit the form.
• Submitters do not need to be invited to the register — they just need to be a portal member.
• You cannot share the form publicly with non-members.

If a member says they can't access the form, check that they have an active portal account and that you shared the correct link.

Related

• Link a Register to a Meeting Type — Surface register entries inside meetings
• Registers Video Guide — Full video walkthrough of the Registers feature
• Members Can't See Registers — Troubleshooting register and form access