Import & Export

How do I export an entity from MinuteBox?

  • Minute Books can be exported as PDFs
  • Entity Data may be exported to your local computer

Exporting the PDF Minute Book

  1. Navigate to the Entity for which you want to export the Minute Book
  2. Click the Minute Book tab in the table of contents in the left-hand panel
  3. In the toolbar at the top of the screen click Share, then select Download all pages from the drop-down list displayed

Your minute book downloads as a PDF to your local computer (saved in your downloads folder)

Exporting Entity Data

☝️Please Note - This is a helpful diagnostic feature when working with our Support Team

  1. Navigate to the and open the Entity Information Summary for the Entity from which you want to export the data
  2. From anywhere in the entity detail view press Command+Shift+e (on Mac) or Control+Shift+e (on Windows) on your keyboard. Your data is downloaded to a .gz file and automatically saved in your downloads folder

How do I import data into MinuteBox?

  • Entity data can be imported into MinuteBox
  • Minute Book .PDFs can be Imported into MinuteBox

Importing Entity Data into MinuteBox

  1. Locate the MinuteBox export file (.gz file) that you want to import into MinuteBox
  2. Navigate to the Entity Dashboard
  3. Drag and drop the export file onto the MinuteBox Dashboard

The Entity automatically imports

Note: The process above imports the entity data but not any corresponding PDF documents; e.g., the Minute Book. To import the Minute Book, follow the steps below.

Importing the PDF minute book

  1. Navigate to and open the Entity to which you want to import the Minute Book
  2. Click the Minute Book tab in the table of contents in the left-hand panel
  3. Drag and drop the PDF file onto the centre screen.
    Optionally, click Insert > Upload PDF, browse for the Minute Book PDF, select whereabouts in the Minute Book you want to import the PDF, click OK

    Your Minute Book will not imports

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