Mission 5 - Generating Registers and Summaries & Virtual Minute Book Basics

Learn how to prepare registers, ledgers, summary documents and upload/move documents to the Virtual Minute Book

Written by Laura Grégoire
Updated over a week ago

Generate the Following Registers, Ledgers, and Summary Documents

Corporate Summary
Directors Register
Officers Register
Shareholders Ledger
Shareholders Register
Rename the documents to remove “Merged” from the document titles
Convert all documents to PDF

Video Instructions:

Create New Tabs in the VMB (Virtual Minute Book)

Video Instructions:

Download the Shareholder Ledger and Register Documents as PDFs

Video Instructions:

Add Documents to the VMB (2 Ways)

Method 1 - Move documents prepared in Athennian

Video Instructions:

Method 2 - upload documents from your computer

Video Instructions:

MISSION 5 ACCOMPLISHED! 🚀

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