Minute Books provide centralized access to corporate records from any location. Importing existing header structures across entities eliminates manual configuration, ensuring consistency and accuracy throughout the database.
Overview
The import headers feature allows for the replication of a Minute Book structure from a source entity into a target entity. This process automatically populates the table of contents and navigation menus with the chosen layout.
Availability: All customers with access to the Minute Book module.
Import Minute Book Headers
Navigate to the entity for which the Minute Book will be created
Go to the Minute Book section of that entity
Click the + New dropdown button located at the top left-hand side to view the menu
Select Import Headers from the dropdown options
Search for the source entity within the Select Entity modal
Narrow down the search if necessary using the filters for Status, Jurisdiction, Company Group, Search Options, and Search Field
Click the + New button in the top right-hand corner within the modal to create a new entity if required
Select the source entity to automatically import the tabs into the Minute Book, which displays the new headers on the left side and within the table of contents on the right side
Manage and Reposition Minute Book Headers
Drag and drop any header to change the position manually
Click the three dots icon on the far right of each header to access management options
Select Rename, Move, Manage Visibility, Delete, or Athennian Intelligence to modify the specific header placement or status
Choose the new placement location when using the Move option to reassign the header position
Additional Important Notes / Tips
Note: The system automatically populates both the left navigation panel and the right-side table of contents immediately upon selecting the source entity.