Establishing a consistent hierarchy of tabs and folders ensures easy access to legal files and documentation from any location. Setting precise visibility configurations allows for seamless administrative control and information security across different access groups.
Overview
Headers act as folders or tabs to organize documents within the Minute Book. Creating a header involves naming the folder and assigning visibility settings to maintain proper records management.
Availability: All customers with access to the Minute Book.
Create a New Header
Navigate to the desired entity
Open the Minute Book section
Click the + New button located in the top middle under the search bar
Select New Header from the dropdown menu
Enter a folder title in the Name field within the New Header modal
-
Select an option in the Visibility field:
Anyone with permission to view documents in the Minute Book
Confidential: Visible to selected access groups
Refer to Restrict Access to Documents and Folders (Administrators Only) for this action
Click Create at the bottom right corner
Delete a Header
Navigate to the entity record
Open the Minute Book section
Locate the specific header designated for removal in the left panel
Click the three dots icon next to the header name
Select Delete from the dropdown menu
Type the word DELETE into the confirmation field within the Delete Minute Book Files modal
Click the red Delete button at the bottom right corner to complete the removal
Additional Important Notes / Tips
Note: Deleting a header is a permanent action that automatically removes all contained documents and sub-contents from the entity record.