📑 Creating a new document in MinuteBox

Document creation in MinuteBox allows users to create new documents (for use in the minute book or otherwise) based on the data that is stored in the Entity Information Summary.

To create a new document:

  • Click on an entity
  • Click on the "Documents" tab then "New Document"

  • then, click [+] New Document

  • You're now ready to start working with your document.

PS - If you are looking to create a precedent, click here.