In Athennian, we've introduced a new feature to enhance your Minute Book experience: the ability to add a custom cover page. This feature helps create consistent branding and a seamless experience for client service. In this guide, we'll walk you through the process of adding a custom cover page to your Minute Book.
Note: This feature is limited to users with Administrator level permissions and requires our Enterprise Software Package.
How to Upload your cover page
- In the Minute Book, select Action and open the drop-down menu.
- Click on Cover Page and Choose Local Files
- This will open your desktop folder and allow you to upload a PDF or Word document as your cover page
- Once selected, click on Submit
You should now see your document uploaded as a cover page, and listed as the first item in your document list to the left of the table of contents.
How to Delete, Download or Replace your Cover Page
- Once you have added your cover page successfully, select the three action dots to the right of the custom cover page title
- Click on either Download, Replace or Delete depending on your workflow
- Follow the prompts to finish the action
Note: Make sure you name your cover page correctly before uploading a new one, or replacing an existing one.
How to Download your Minute Book and include or exclude the Cover Page
- If you’d like to download your Minute Book as a PDF and include the cover page, open the action menu and select download as PDF.
- Select Include cover page in the options menu
- Click Download PDF
Note: To exclude the cover page, follow the above steps and unselect the include cover page option.
A step-by-step video tutorial:
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