Quick guide to using the Company Registers custom minutes.
Mins / Resolutions
Click the ‘Mins/Resolutions’ menu item for a list of all your minutes / resolutions.
These are updated automatically when new items are added to the system.
These are your ‘Master’ minutes which you can tailor specifically for your firm. To edit these minutes – click the relevant ‘pencil’ icon …
Edit Inaugural Meeting Minute
You will notice several ‘Merge Fields’ as highlighted. When the minutes are generated for the specific company, these ‘Merge Fields’ are replaced with the applicable data for that company etc.
Make any changes you wish to the body of the minutes as you would using any word processor / text editor, then click ‘Save.’
Add Your Own Minutes
You can add your own minutes and documents by clicking the ‘Add New Minutes’ button
You can type your text and add formatting etc. or use ‘copy / paste’ from existing minutes.
Click to add a ‘Merge Field.’
Add ‘Merge Field’
Select a ‘Merge Field’ from the list – click on the relevant ‘tick.’
Select the text and press Ctrl-C (Copy)
Click the position in the document where the ‘Merge Field’ must be inserted and press Ctrl-V (Paste)
Name and Save
As below… click ‘Save.’
Using Your Custom Minutes for a Company
Select the Company to work with …
Add a Task
Select the ‘Tasks’ menu item for the Company.
Click ‘Insert’.
Click the lookup button.
Select the minutes to use..
Click Save…
Click the ‘Form / Document’ button.
Edit the Final Document Before Printing
The ‘Merged’ document will display and you can make any changes you need before printing.
