How can I make changes to a document in my nonprofit’s Minute Book?

To modify a document in your Minute Book, you need to take the following steps:

1. Click on Minute Book in the navigation menu to get to the Minute Book page.

2. On the left side of the Minute Book page, find the Minute Book document that you’d like to modify.

3. You will see the word “Modify” to the right of the Minute Book document; click on the word “Modify”.

4. A pop-up will appear with the words “Modify Minute Book Document” at the top. Make the modifications that you like in here and then click “Submit”.

You can make the following modifications to a document in your nonprofit’s Minute Book:

• Change the category, or Tab, that it’s saved under.

• Change its Effective Date.

• Change its name.

• Replace the Minute Book document with a different .pdf file.

You must have Entity Lead or Entity Assistant permissions in order to modify a Minute Book document.