Recording a Historic Minute or Resolution

Overview

Any historic documents uploaded as per our process outlined in the article Storing & Accessing Documents and tagged as a Minute or Resolution using document tags will automatically appear in the minute book tab within the trust profile. Alternatively, you can upload minutes & resolutions directly into the minute book. The document will still appear in your documents tab if it is loaded into the minute book.

Upload a Historic Resolution or Minute

1. Navigate to the relevant trust workspace and then to the Minute Book tab in the left column.

2. Select the Create new button and then "Upload a resolution or minute".

Screen_Shot_2019-03-14_at_2.47.13_PM.png3. Upload the document, apply document tags and any additional notes on the resolution, select the date the document was resolved and then select Create.

upload_resolution.png