Integrating a custom cover page ensures a polished and professional presentation for client deliverables. This feature lets administrative users upload firm-branded layouts directly into the document stack and configure automated inclusion for all compiled PDF exports.
Overview
The custom cover page functionality permits the placement of a primary PDF or Word document at the beginning of the digital record repository. Once uploaded, the page dynamically integrates with download settings to streamline document packaging.
Availability: Customers with the Enterprise plan; limited to Administrators only.
Upload a Cover Page
Navigate to the desired entity and select the Minute Book section
Click the + New button located in the top middle of the screen
Select Add Cover from the dropdown options
Configure the Effective date within the upload modal
Click Upload from device to select a PDF or Word document from the local computer folder
Choose whether to restrict access or enable access for Athennian Intelligence, if applicable
Click Submit to process the file upload and view it listed as the first record to the left of the table of contents
You should now see your document uploaded as a cover page, and listed as the first document in your document list to the left of the table of contents.
Download the Minute Book and Include or Exclude the Cover Page
Click the Export button within the Minute Book workspace
Select Export as PDF from the dropdown menu
Review the configurations inside the Download Settings modal, which automatically enables Include cover page and View with Adobe by default
Click Download PDF in the bottom right corner to initiate processing
Observe the green success notification on the bottom left of the screen confirming completion of the compiled download
Note: To exclude the cover page, follow the above steps and unselect the Include cover page option.
Manage the Cover Page
Navigate to the top of the left document list to locate the custom cover page
Click the three action dots located to the right of the custom cover page title
Select Download, Replace, or Delete from the dropdown menu depending on the required administrative workflow
Follow the remaining system prompts to complete the action
Additional Important Notes / Tips
Note:
Ensure the cover page file is named correctly before uploading a new file or completing a replacement workflow.
Add custom cover pages to each Minute Book separately.
Deselecting the Include cover page option within the Download Settings modal removes the cover page from subsequent compiled PDF exports.
Video Instruction
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