Create Minute Book Headers

Minute Book headers (also referred to as folders) help organize corporate records in the Minute Book (MB). This article explains how to create and delete headers, including configuration options for visibility and access control.

Overview

Headers act as folders or tabs to organize Documents within the Minute Book. The process of creating a Header involves naming it and setting its visibility. Deleting a Header is a permanent action that removes all of its contents.

Create a New Header

1. Navigate to the desired Entity
2. Go to the Minute Book section
3. Click the Actions button located in the left panel
4. From the dropdown menu, select New Header
5. In the New Header modal:
   • Enter a Name for the new Header

   • In the Visibility field, choose one of the following:

     • Anyone with permission to view documents in the Minute Book

     • Confidential: Visible to selected access groups

6. Click Create at the bottom right corner

The new Header has now been created.

Delete a Header

1. Navigate to the Entity
2. Go to the Minute Book section
3. Locate the Header to delete in the left panel
4. Click the three dots (...) next to the Header's name
5. From the dropdown menu, select Delete
6. A Delete Minute Book Files modal will appear with a warning
7. To confirm, type the word DELETE in the confirmation field
8. Click the now-available Delete button at the bottom right corner

The Header and all of its sub-contents have been permanently deleted.

Video instructions: