Home Minute Book How can I add documents to my nonprofit’s Minute Book?

How can I add documents to my nonprofit’s Minute Book?

Last updated on Jul 15, 2025

To add documents to a Minute Book:

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

  2. Click on the “Add Documents” button in the Minute Book page (on the left side, just above the list of Minute Book Tabs and documents).

  3. You will be taken to a new page where you will see STEP 1 on the left and STEP 2 on the right. 

  4. Start with Step 1, uploading documents. You can upload up to 10 .pdf documents at a time. Select your documents by either clicking on the large box under the words “Step 1” (a popup will appear showing the available files on your computer) or by dragging and dropping your selected files into that large box.

  5. Move on to Step 2 - assigning a name, Tab, and Effective Date to each document. (If you are unsure of what is contained in a document then simply click on the eye icon to the left of the applicable document; by clicking on the eye icon the left side of the page becomes a viewer and you can view the entire .pdf document (for example, to determine the Effective Date or to determine what name to assign to the document).)

    1. Name: This is the name that will appear in the Minute Book to identify this document. It’s best to keep the name succinct but sufficiently descriptive so that you know what it is. For example “Resolution - Approve Name Change”.

    2. Tab: This is the category that the document will be saved under. For example, if you are uploading Articles of Incorporation, you would select the “Incorporation Documents” tab. 

    3. Effective Date: This is the effective date written on the document. Usually the effective date appears near the top of the document or near where the document was signed. If you do not see an effective date on the document then you can use its filing date or signing date. The effective date will appear in the Minute Book next to the document name and the documents in each category, or Tab, are organized chronologically (with the oldest at the top and the newest at the bottom). Effective Dates are in the following format: yyyy-mm-dd.

  6. Click on “Save All Data” (the button near the top of the Step 2 part of the page).

  7. You can then start the process again and add more documents or return to the Minute Book.