Centralize corporate records and maintain compliance by uploading documents directly into the digital Minute Book. Storing files inside designated headers provides easy access to corporate records from any location and ensures that the legal entity's history is securely organized and readily retrievable.
Overview
Athennian provides two methods for adding documents to the Minute Book. The first method moves a file that is already located within the Documents section of an entity record, and the second method uploads a file directly from a local computer database.
Availability: All customers with access to the Minute Book module.
Move an Existing Document to the Minute Book
Navigate to the desired entity record
Go to the Documents section
Check the box on the left-hand side next to the specific documents designated to move
Click the Action button at the top to open the dropdown menu
Select Move from the dropdown options
Select Minute Book inside the Select Location modal
Choose the destination folder from the dropdown menu or click New Folder, enter a name, and click Create
Click the Move Here button once the destination folder is finalized
Adjust the date within the Set Effective Date modal or leave it as the current date
Finalize the date selection modal to successfully move the document into the Minute Book
Upload a Document from Your Computer
Navigate to the desired entity and open the Minute Book section
Select the destination folder from the layout structure where the new document will be stored
Click the blue + New button located in the top middle of the screen
Select the Upload File option to open the upload modal
Configure the effective date for the document using the calendar tool within the modal
Click Upload from device or Choose Files to select the local files for upload
Choose whether to restrict access or enable access to Athennian Intelligence using the provided options
Click the Submit button at the bottom right corner to complete the upload
Upload a Document with AI
Availability: Customers with the AI Core add-on. Only users with AI Access can use this feature.
Navigate to the desired entity and open the Minute Book section
Click the blue + New button located in the top middle of the screen
Select the Upload with AI option to open the Upload Files modal
Click Upload from device to select the local files for upload
Choose whether to Include principal updates and/or Include registration updates by checking the boxes next to them
Click the Confirm button at the bottom right corner to complete the upload
You will be taken to the Athennian AI: Centralize section where you will find your file. Click on it and the Document Review section will open where you may make any changes as necessary
Additional Important Notes / Tips
Note:
The system supports file uploads up to 100MB per file by default
Up to 200 files can be selected and uploaded simultaneously from a local device