Rearrange the headers in your Minute Book to keep your records organized. Maintain consistent structure across your entity records by sorting folders and headers within the Minute Book tab. Athennian allows for custom folder order when using the correct sorting setting.
Overview
When importing or organizing a Minute Book, Files and Headers sometimes appear out of order. Athennian provides options to sort and rearrange these items to reflect a preferred structure.
Sort by Custom Order
To address Minute Book Headers or Files that are out of order, ensure the Sort by setting is configured correctly.
- Navigate to the desired Minute Book
- Locate the Sort by dropdown menu
- Select Headers
- Click Custom until the ascending arrow () appears next to it. This sets the sorting to custom ascending order
Manually Rearrange Files and Headers
If the Files or folders remain out of order after applying the custom sort, manually drag and drop them into the desired sequence. This manual rearrangement is retained when the Sort by setting is Headers > Custom ascending.
- Ensure the Sort by setting is Headers > Custom
- Click and hold the Header or File to move it
- Drag the item to its new position within the Minute Book
- Release the click to drop the item
The new arrangement will save automatically.
Video instructions: