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Edit Document Data in the Minute Book

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  • Updated

Enhance document management within the Minute Book by utilizing additional date fields and custom tags to categorize and track file statuses.

Overview

A brief, high-level summary of the process and its purpose. No words in this section will be bolded.

Athennian has expanded the data fields available for documents stored in the Minute Book to provide greater flexibility for team workflows. Users can now record an additional document date alongside the standard effective date and apply custom tags to track document states such as signature status or internal project markers. These fields can be surfaced and filtered within the Minute Book interface to streamline document oversight and organization.

Availability: All customers

Update Document Dates and Tags

  1. Navigate to the Minute Book section of an Entity

  2. Identify the document to be updated from the list or folder structure

  3. Click the Edit button located next to the document name to open the data fields

  4. Enter a date in the Document Date field to reference a specific point in time separate from the Effective Date

  5. Input custom values into the Tags field, such as Penciled, Fund, In progress, or Out for signature

  6. Click the blue Save button to apply the metadata to the document

Surface and Filter Document Data

  1. Observe the Table of Contents located on the right side of the page to view applied Tags and the Effective Date displayed beneath the document title

  2. Click the column or filter settings within the Table of Contents to surface the Document Date if it is not visible by default

  3. Toggle between the Effective Date and the Document Date to change the primary date view for the team

  4. Use the sorting tools to arrange documents by either the Document Date or the Effective Date to streamline the review process

Additional Important Notes / Tips

Note: The Document Date is a separate field from the Document Effective Date; removing the Effective Date will immediately update the document's metadata display in the Minute Book

Note: Custom tags are flexible and can be created to match any internal team terminology or specific workflow requirements

Note: Changes made to document dates and tags are reflected in the Table of Contents UI, allowing the UI to match the organization of the left-hand navigation menu

Video Instructions: