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Sort Files and Headers in the Minute Book

Sway Dominguez
Sway Dominguez
  • Updated

Keep your Minute Book tidy by organizing Files and Headers in the right order.

Sometimes folders or files in your Minute Book might appear out of place—but don’t worry, you can easily fix this by adjusting your sorting settings and dragging things into place. Athennian gives you full control over the order, so everything stays neat and easy to find.

Availability: All customers. No special access required.

Check the Sorting Order

To enable manual reordering:

  1. Go to the Minute Book tab

  2. On the top-right corner of the folder view, click on the Sort-By dropdown
  3. Select Files and ensure the sorting is set to Custom ↑
  4. Next, select Headers and make sure the sorting is set to Custom ↑

This setting is what allows you to drag Files and Headers into the order you want.

Rearrange Files and Headers

  1. Once sorting is set to Files > Custom ↑ and Headers > Custom ↑, drag and drop files and folders into the right order

  2. The changes will save automatically and reflect as your default view

Still Seeing Folders Out of Order?

If some Minute Books don’t look quite right:

  1. Open the Minute Book for that entity

  2. Click on Sort-By and confirm sorting is set to Files > Custom ↑ and Headers > Custom ↑

  3. Rearrange manually by dragging the files and folders to the correct spot

That’s it! Quick and easy folder sorting to keep your Minute Books organized just the way you need them.

Video Instructions: