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. Once you have all of your headers in the virtual minute book, you can then Learn how to upload documents to the virtual minute book by following these simple steps:

Moving Documents from the Documents section to the Virtual Minute Book

  1. From the Documents tab of the desired entity, you'll want to make sure that the documents you're moving to the virtual minute book are in either PDF or Word format - if you would like to convert documents to PDF, simply check off the documents, select # Selected at the top of the list of documents and then select Convert to PDF;

  2. Check off the documents, and then select # Selected at the top of the list of documents - Note: you can move multiple documents at one time however they can only be moved to one header at a time.

  3. Select Move from the dropdown list;

  4. In the new window that pops up, select Minute Book;

  5. In the Minute Book tab, select the folder you would like to move the documents to, and then select Move here;

  6. Enter the Effective Date, and then select Confirm;

  7. Once you've moved documents to the virtual minute book, you can rename them, move then from header to header, and modify effective dates and descriptions.

Uploading Documents from your Computer

  1. From the Virtual Minute Book tab, select Action and then select Upload File - Note: you can only upload Word or PDF documents to the virtual minute book;

  2. In the new window that opens up, enter the Effective Date, and then select Choose local files - Note: you can only upload a maximum of 20 documents at a time.

  3. You can also drag and drop them from a folder on your computer into the database;

  4. Once you've selected the documents, select Submit;

  5. Once you've moved documents to the virtual minute book, you can rename them, move then from header to header, and modify effective dates and descriptions.

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