Virtual minute books are becoming essential as the legal community embraces technology and the need to access corporate records from any location. The ability to create virtual minute books is done easily within the Athennian database. To start, learn how to create virtual minute book headers by following these simple steps:

Creating Headers

  1. Navigate to the entity you would like to create a virtual minute book for;

  2. Navigate to the Virtual Minute Book section of that entity - on the lefthand side, you will notice two tabs: Minute Book and All Documents - this is where you will see all of the different virtual minute book headers and documents listed;

  3. Select Header to create the titles or "minute book tabs" that you want to be reflected in your virtual minute book - a new window will pop up prompting you to Enter header name;

  4. Type in the name of your first header as you want it to be set out in the virtual minute book and select the Create tab;

  5. To add more headers, select Action at the top of the list to open up a dropdown menu, and then select New Header;

  6. As you create the headers, you also have the ability to move the order that the headers are set out by selecting that header and moving in to where you want it on that screen;

  7. To create a subheader within a header, move to the header you wish to add a subheader to;

  8. Open that header and then create a header within that first header. For example, if you created a header called Agreements but wanted to further break that up into various types of agreements, you can do that within that header;

  9. The headers you create will also show up in your Table of Contents as they are created;

  10. Hit the refresh button on the Table of Contents and all changes will be instantly reflected.

Video Instructions on Creating Headers:

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