Download Documents from the Minute Book

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Retrieve corporate records efficiently by selecting the download method that fits specific documentation needs. Accessing single files directly from folders, compiling multiple specific records into a compressed folder, or exporting the entire collection ensures seamless data sharing and backup management.

Overview

Athennian provides several ways to download documents from the Minute Book. Users can retrieve a single file, multiple selected files, or the entire contents of the Minute Book as a single compiled PDF or a compressed ZIP folder.

Availability: All customers with access to the Minute Book module.


Download a Single File

  1. Navigate to the Entity Section and select the desired entity

  2. Head over to the Minute Book section 

  3. Toggle the All Documents switch located next to the sorting action button at the top of the screen to view a complete list of files within the headers and folders

  4. Click the three dots icon next to the document title

  5. Select Download from the dropdown menu

  6. Observe the success notification on the bottom left of the screen as the file downloads in its original format


Download Multiple Files

  1. Navigate to the desired entity and open the Minute Book section

  2. Ensure the All Documents switch is enabled to display the document list

  3. Check the boxes next to the specific PDF or Word documents designated for download

  4. Click the Actions with (#) selected button located above the type bar to open the dropdown menu and select Download Multiple option

  5. Receive separate download notifications for each document as they download in their original format


Download the Entire Minute Book as a ZIP File

  1. Navigate to the desired entity and open the Minute Book section

  2. Click the Export button located above the search field in the left panel

  3. Select Export as Zip file from the dropdown menu

  4. Observe the green success notification on the bottom left of the screen once the complete ZIP file download finishes


Download the Entire Minute Book as a PDF

  1. Navigate to the desired entity and open the Minute Book section

  2. Click the Export button located above the search field in the left panel

  3. Select Export as PDF from the dropdown menu

  4. Configure the document preferences within the Download Settings modal:

    • Apply watermark to all pages

    • Include page number

    • Include table of contents

    • Include cover page (automatically selected by default)

    • View with Adobe (automatically selected by default)

  5. Click the Download as PDF button at the bottom right corner of the modal

  6. Track the download progress via the green success notification on the bottom left of the screen


Additional Important Notes / Tips

Note: 

  • The system automatically selects the cover page option and the Adobe viewing configuration by default within the PDF download settings

  • Multiple documents downloaded simultaneously maintain their original file formats upon extraction


Video Instructions