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Create and Manage Committees

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Establish and maintain committee records to track membership, meeting details, and associated governance documentation within an entity.

Overview

Create committee records to organize governance structures, appoint members with specific roles, and link relevant documents directly from the Minute Book. This centralized management ensures that meeting details, member appointments, and official resolutions remain synchronized and accessible to authorized users.

Availability: All customers.

Create a Committee

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  1. Hover over Governance and select Committees
  2. Click the + New button in the top-right corner to start the workflow
  3. Fill out the following fields in the Details section:

    • Name

    • Start Date

    • End Date

    • Notice

    • Quorum

    • Use on Register From

    • Use on Register To

  4. Click Save to create the record

  5.  

  6. A new modal will appear with the following sections: Details, Members & Documents.

    Details

    • Name 
       
    • Start Date
    • End Date
    • Notice
    • Quorum
    • Use on Register From
    • Use on Register To

Add Members to a Committee

  1. In the Members section, click + Add Member to open the selection modal

  2. Select an existing member record or click + New to create a new member profile

  3. Fill out the appointment information:

    • Appointed (Select the appointment date)

    • End Date

    • Reason

  4. Click Select Address to add an address to the record

  5. Use + Add Title to assign an additional title for the member

  6. Click Save to complete the appointment

Link a Document to a Committee Meeting

Customize the appearance of connection lines to reflect specific interest types or relationship categories.

  1. Navigate to the Committees section within an entity

  2. Click +Create to start a new committee meeting or select an existing record

  3. Enter the Date, Name, Notice, and Members

  4. Select the Documents field to surface files available in the Minute Book

  5. Select the specific documents to link, such as a Corporate Summary or Shareholder's Resolution

  6. Click Save to finalize the link

  7. Click the linked document name within the record to preview the content and stipulations\

Note: Document linking can be performed during the initial creation of a committee meeting or added to existing records at any time

Access and Permissions

Ensure that line customizations remain consistent across different chart views and hidden nodes.

  • Ensure document restrictions set within the Minute Book are mirrored in the Committees section

  • Verify that users without access to restricted or hidden documents cannot see those files linked in the committee table

  • Observe that linked documents remain visible only to users with the appropriate permission levels

Notes:

  • Document linking can be performed during the initial creation of a committee meeting or added to existing records at any time
  • The preview function allows for quick verification of stipulations and document details without navigating away from the committee record

Manage a Committee

  1. Go to Governance and select Committees

  2. Click on the specific committee record to open the management modal

  3. Make any necessary changes to the details or membership

  4. Click Save when finished

Delete a Committee

  1. Go to Governance and select Committees

  2. Hover over the right side of the committee record to locate the trashcan icon

  3. Click the trashcan icon to delete the affiliation record

  4. Confirm the deletion when prompted

Video Instructions